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Waverton Investment Management’s LyondellBasell Industries LYB Stock Holding History

Waverton Investment Management’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
2013
Q4 		– Sell
-29,390
Closed -$2.15M – 176
2013
Q3 		$2.15M Buy
+29,390
New +$2.05M 0.13% 133

Other funds holding LYB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Waverton Investment Management's LYB Position: Q4 2013 in Review

Waverton Investment Management sold out of LyondellBasell Industries (LYB) in Q4 2013, closing a stake of 29,390 shares — an estimated $2.15M sold.

Waverton Investment Management first reported a position in LYB in Q3 2013 and held it in 1 quarter. The position peaked at $2.15M in Q3 2013. 615 funds tracked by Wall St. Rank hold LYB as of Q4 2013.

  • Waverton Investment Management reported no remaining LyondellBasell Industries position as of Q4 2013 after selling out during the quarter.
  • Waverton Investment Management sold 29,390 LyondellBasell Industries shares in Q4 2013, an estimated $2.15M.
  • Waverton Investment Management first reported a position in LyondellBasell Industries in Q3 2013 and held it in 1 quarter.
  • Waverton Investment Management's LyondellBasell Industries position peaked at $2.15M in Q3 2013.
  • 615 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2013.

Based on Waverton Investment Management's 13F filing for Q4 2013, filed 21 Jan 2014.