Stevens First Principles Investment Advisors’s LyondellBasell Industries LYB Stock Holding History

Stevens First Principles Investment Advisors’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
2014 Q4	–	Sell	-179	Closed	-$19K	–	234
2014 Q3	$19K	Hold	179	–	–	0.01%	181
2014 Q2	$17K	Hold	179	–	–	0.01%	174
2014 Q1	$16K	Sell	179 -61	-25%	-$5.13K	0.01%	164
2013 Q4	$19K	Sell	240 -61,295	-100%	-$4.7M	0.01%	166
2013 Q3	$4.51M	Buy	+61,535	New	+$4.28M	2.68%	5

Other funds holding LYB

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

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

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stevens First Principles Investment Advisors's LYB Position: Q4 2014 in Review

Stevens First Principles Investment Advisors sold out of LyondellBasell Industries (LYB) in Q4 2014, closing a stake of 179 shares — an estimated $19K sold.

Stevens First Principles Investment Advisors first reported a position in LYB in Q3 2013 and held it in 5 quarters. The position peaked at $4.51M in Q3 2013. 705 funds tracked by Wall St. Rank hold LYB as of Q4 2014.

Stevens First Principles Investment Advisors reported no remaining LyondellBasell Industries position as of Q4 2014 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 179 LyondellBasell Industries shares in Q4 2014, an estimated $19K.
Stevens First Principles Investment Advisors first reported a position in LyondellBasell Industries in Q3 2013 and held it in 5 quarters.
Stevens First Principles Investment Advisors's LyondellBasell Industries position peaked at $4.51M in Q3 2013.
705 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2014.

Based on Stevens First Principles Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.