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Wealthfront’s LyondellBasell Industries LYB Stock Holding History

Wealthfront’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 		$479K Sell
4,670
-4,252
-48% -$465K ﹤0.01% 385
2018
Q2 		$980K Sell
8,922
-731
-8% -$80.3K 0.01% 253
2018
Q1 		$1.02M Sell
9,653
-443
-4% -$49.5K 0.01% 251
2017
Q4 		$1.11M Buy
10,096
+3,229
+47% +$335K 0.01% 212
2017
Q3 		$680K Buy
6,867
+1,915
+39% +$172K 0.01% 271
2017
Q2 		$418K Buy
4,952
+1,179
+31% +$97.9K 0.01% 309
2017
Q1 		$344K Buy
3,773
+416
+12% +$38K 0.01% 308
2016
Q4 		$288K Buy
+3,357
New +$282K 0.01% 298
2016
Q2 		– Sell
-4,571
Closed -$391K – 361
2016
Q1 		$391K Sell
4,571
-1,869
-29% -$150K 0.01% 189
2015
Q4 		$560K Buy
6,440
+933
+17% +$85.9K 0.02% 131
2015
Q3 		$459K Buy
5,507
+1,497
+37% +$133K 0.02% 142
2015
Q2 		$415K Buy
4,010
+1,011
+34% +$102K 0.02% 136
2015
Q1 		$263K Buy
2,999
+1,397
+87% +$117K 0.01% 187
2014
Q4 		$127K Sell
1,602
-512
-24% -$44.4K 0.01% 316
2014
Q3 		$230K Buy
2,114
+663
+46% +$71.7K 0.02% 132
2014
Q2 		$145K Buy
1,451
+444
+44% +$42.3K 0.01% 150
2014
Q1 		$89K Buy
+1,007
New +$84.7K 0.01% 146

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

Wealthfront's LYB Position: Q3 2018 in Review

Wealthfront reduced its LyondellBasell Industries (LYB) stake by 48% in Q3 2018, selling an estimated $465K and leaving 4,670 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Wealthfront first reported a position in LYB in Q1 2014 and has held it in 17 quarters since. The position peaked at $1.11M in Q4 2017. 855 funds tracked by Wall St. Rank hold LYB as of Q3 2018.

  • Wealthfront held 4,670 shares of LyondellBasell Industries worth $479K as of Q3 2018.
  • Wealthfront sold 4,252 LyondellBasell Industries shares in Q3 2018, an estimated $465K.
  • LyondellBasell Industries made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #385 holding.
  • Wealthfront first reported a position in LyondellBasell Industries in Q1 2014 and has held it in 17 quarters since.
  • Wealthfront's LyondellBasell Industries position peaked at $1.11M in Q4 2017.
  • 855 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.