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Security National Trust’s LyondellBasell Industries LYB Stock Holding History

Security National Trust’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
2017
Q3 		– Sell
-71
Closed -$6K – 412
2017
Q2 		$6K Hold
71
– – ﹤0.01% 382
2017
Q1 		$6K Buy
+71
New +$6.48K ﹤0.01% 388
2016
Q3 		– Sell
-77
Closed -$6K – 465
2016
Q2 		$6K Hold
77
– – ﹤0.01% 404
2016
Q1 		$7K Buy
77
+17
+28% +$1.36K ﹤0.01% 397
2015
Q4 		$5K Hold
60
– – ﹤0.01% 413
2015
Q3 		$5K Buy
60
+51
+567% +$4.54K ﹤0.01% 417
2015
Q2 		$1K Buy
+9
New +$906 ﹤0.01% 467

Other funds holding LYB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return