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Scotia Institutional Investments US’s LyondellBasell Industries LYB Stock Holding History

Scotia Institutional Investments US’s Portfolio LYB Stock Details LYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$14.8M Buy
202,652
+33,801
+20% +$2.35M 13.25% 6
2013
Q2 		$11.2M Buy
+168,851
New +$10.7M 21.33% 2

Other funds holding LYB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Scotia Institutional Investments US's LYB Position: Q3 2013 in Review

Scotia Institutional Investments US increased its LyondellBasell Industries (LYB) stake by 20% in Q3 2013, buying an estimated $2.35M and bringing the position to 202,652 shares worth $14.8M. The position accounts for 13.25% of the portfolio, ranked #6.

Scotia Institutional Investments US first reported a position in LYB in Q2 2013 and has held it in 2 quarters since. 558 funds tracked by Wall St. Rank hold LYB as of Q3 2013.

  • Scotia Institutional Investments US held 202,652 shares of LyondellBasell Industries worth $14.8M as of Q3 2013.
  • Scotia Institutional Investments US bought 33,801 LyondellBasell Industries shares in Q3 2013, an estimated $2.35M.
  • LyondellBasell Industries made up 13.25% of Scotia Institutional Investments US's portfolio in Q3 2013, its #6 holding.
  • Scotia Institutional Investments US first reported a position in LyondellBasell Industries in Q2 2013 and has held it in 2 quarters since.
  • 558 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2013.

Based on Scotia Institutional Investments US's 13F filing for Q3 2013, filed 14 Nov 2013.