Summit Financial Wealth Advisors’s LyondellBasell Industries LYB Stock Holding History

Summit Financial Wealth 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
2020 Q1	–	Sell	-48,404	Closed	-$3.97M	–	132
2019 Q4	$3.97M	Buy	48,404 +2,082	+4%	+$191K	0.97%	29
2019 Q3	$4.08M	Buy	46,322 +6,962	+18%	+$568K	1%	28
2019 Q2	$3.39M	Buy	39,360 +9,894	+34%	+$844K	0.83%	34
2019 Q1	$2.67M	Buy	29,466 +4,154	+16%	+$359K	0.7%	44
2018 Q4	$2.1M	Sell	25,312 -13,150	-34%	-$1.2M	0.68%	44
2018 Q3	$3.73M	Buy	38,462 +3,754	+11%	+$411K	1.11%	26
2018 Q2	$3.67M	Sell	34,708 -400	-1%	-$43.9K	1.23%	24
2018 Q1	$3.71M	Buy	35,108 +6,625	+23%	+$740K	1.22%	24
2017 Q4	$3.14M	Buy	28,483 +4,100	+17%	+$425K	1.08%	27
2017 Q3	$2.42M	Buy	+24,383	New	+$2.19M	0.88%	37

Other funds holding LYB

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Summit Financial Wealth Advisors's LYB Position: Q1 2020 in Review

Summit Financial Wealth Advisors sold out of LyondellBasell Industries (LYB) in Q1 2020, closing a stake of 48,404 shares — an estimated $3.97M sold.

Summit Financial Wealth Advisors first reported a position in LYB in Q3 2017 and held it in 10 quarters. The position peaked at $4.08M in Q3 2019. 670 funds tracked by Wall St. Rank hold LYB as of Q1 2020.

Summit Financial Wealth Advisors reported no remaining LyondellBasell Industries position as of Q1 2020 after selling out during the quarter.
Summit Financial Wealth Advisors sold 48,404 LyondellBasell Industries shares in Q1 2020, an estimated $3.97M.
Summit Financial Wealth Advisors first reported a position in LyondellBasell Industries in Q3 2017 and held it in 10 quarters.
Summit Financial Wealth Advisors's LyondellBasell Industries position peaked at $4.08M in Q3 2019.
670 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2020.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.