TW
LYB icon

Transform Wealth’s LyondellBasell Industries LYB Stock Holding History

Transform Wealth’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
-10,800
Closed -$1.19M – 209
2018
Q2 		$1.19M Sell
10,800
-5,000
-32% -$549K 0.21% 122
2018
Q1 		$1.67M Buy
15,800
+400
+3% +$44.7K 0.32% 103
2017
Q4 		$1.7M Buy
+15,400
New +$1.6M 0.31% 107

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transform Wealth's LYB Position: Q3 2018 in Review

Transform Wealth sold out of LyondellBasell Industries (LYB) in Q3 2018, closing a stake of 10,800 shares — an estimated $1.19M sold.

Transform Wealth first reported a position in LYB in Q4 2017 and held it in 3 quarters. The position peaked at $1.7M in Q4 2017. 854 funds tracked by Wall St. Rank hold LYB as of Q3 2018.

  • Transform Wealth reported no remaining LyondellBasell Industries position as of Q3 2018 after selling out during the quarter.
  • Transform Wealth sold 10,800 LyondellBasell Industries shares in Q3 2018, an estimated $1.19M.
  • Transform Wealth first reported a position in LyondellBasell Industries in Q4 2017 and held it in 3 quarters.
  • Transform Wealth's LyondellBasell Industries position peaked at $1.7M in Q4 2017.
  • 854 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2018.

Based on Transform Wealth's 13F filing for Q3 2018, filed 25 Oct 2018.