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USA Financial Formulas’s LyondellBasell Industries LYB Stock Holding History

USA Financial Formulas’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
-3,666
Closed -$387K – 342
2018
Q2 		$387K Sell
3,666
-30
-0.8% -$3.29K 0.09% 195
2018
Q1 		$391K Buy
+3,696
New +$413K 0.09% 194
2015
Q3 		– Sell
-5,915
Closed -$612K – 156
2015
Q2 		$612K Buy
5,915
+2,958
+100% +$298K 0.19% 92
2015
Q1 		$260K Buy
+2,957
New +$249K 0.08% 163

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

USA Financial Formulas's LYB Position: Q3 2018 in Review

USA Financial Formulas sold out of LyondellBasell Industries (LYB) in Q3 2018, closing a stake of 3,666 shares — an estimated $387K sold.

USA Financial Formulas first reported a position in LYB in Q1 2015 and held it in 4 quarters. The position peaked at $612K in Q2 2015. 854 funds tracked by Wall St. Rank hold LYB as of Q3 2018.

  • USA Financial Formulas reported no remaining LyondellBasell Industries position as of Q3 2018 after selling out during the quarter.
  • USA Financial Formulas sold 3,666 LyondellBasell Industries shares in Q3 2018, an estimated $387K.
  • USA Financial Formulas first reported a position in LyondellBasell Industries in Q1 2015 and held it in 4 quarters.
  • USA Financial Formulas's LyondellBasell Industries position peaked at $612K in Q2 2015.
  • 854 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2018.

Based on USA Financial Formulas's 13F filing for Q3 2018, filed 31 Oct 2018.