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Squar Milner Financial Services’s LyondellBasell Industries LYB Stock Holding History

Squar Milner Financial Services’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
2019
Q3 		– Sell
-200
Closed -$17K – 505
2019
Q2 		$17K Hold
200
– – 0.01% 474
2019
Q1 		$16K Hold
200
– – 0.01% 454
2018
Q4 		$17K Hold
200
– – 0.02% 413
2018
Q3 		$21K Hold
200
– – 0.02% 408
2018
Q2 		$22K Buy
+200
New +$22K 0.02% 467

Other funds holding LYB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's LYB Position: Q3 2019 in Review

Squar Milner Financial Services sold out of LyondellBasell Industries (LYB) in Q3 2019, closing a stake of 200 shares — an estimated $17K sold.

Squar Milner Financial Services first reported a position in LYB in Q2 2018 and held it in 5 quarters. The position peaked at $22K in Q2 2018. 775 funds tracked by Wall St. Rank hold LYB as of Q3 2019.

  • Squar Milner Financial Services reported no remaining LyondellBasell Industries position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 200 LyondellBasell Industries shares in Q3 2019, an estimated $17K.
  • Squar Milner Financial Services first reported a position in LyondellBasell Industries in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's LyondellBasell Industries position peaked at $22K in Q2 2018.
  • 775 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.