Segment Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Segment Wealth Management’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
2018 Q3	–	Sell	-40,671	Closed	-$4.47M	–	224
2018 Q2	$4.47M	Buy	40,671 +736	+2%	+$80.8K	1.05%	26
2018 Q1	$4.22M	Buy	39,935 +2,421	+6%	+$271K	1.05%	32
2017 Q4	$4.14M	Buy	37,514 +959	+3%	+$99.5K	1%	30
2017 Q3	$3.62M	Buy	36,555 +1,704	+5%	+$153K	0.96%	29
2017 Q2	$2.94M	Buy	34,851 +2,949	+9%	+$245K	0.81%	43
2017 Q1	$2.91M	Buy	31,902 +730	+2%	+$66.6K	0.95%	33
2016 Q4	$2.67M	Buy	+31,172	New	+$2.62M	0.98%	33

Other funds holding LYB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Segment Wealth Management's LYB Position: Q3 2018 in Review

Segment Wealth Management sold out of LyondellBasell Industries (LYB) in Q3 2018, closing a stake of 40,671 shares — an estimated $4.47M sold.

Segment Wealth Management first reported a position in LYB in Q4 2016 and held it in 7 quarters. The position peaked at $4.47M in Q2 2018. 854 funds tracked by Wall St. Rank hold LYB as of Q3 2018.

Segment Wealth Management reported no remaining LyondellBasell Industries position as of Q3 2018 after selling out during the quarter.
Segment Wealth Management sold 40,671 LyondellBasell Industries shares in Q3 2018, an estimated $4.47M.
Segment Wealth Management first reported a position in LyondellBasell Industries in Q4 2016 and held it in 7 quarters.
Segment Wealth Management's LyondellBasell Industries position peaked at $4.47M in Q2 2018.
854 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2018.

Based on Segment Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.