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WESPAC Advisors SoCal’s LyondellBasell Industries LYB Stock Holding History

WESPAC Advisors SoCal’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
-2,775
Closed -$262K – 89
2019
Q4 		$262K Hold
2,775
– – 0.12% 73
2019
Q3 		$248K Buy
2,775
+200
+8% +$16.3K 0.12% 75
2019
Q2 		$221K Sell
2,575
-475
-16% -$40.5K 0.12% 80
2019
Q1 		$256K Buy
3,050
+1,550
+103% +$134K 0.14% 77
2018
Q4 		$124K Sell
1,500
-550
-27% -$50.3K 0.08% 94
2018
Q3 		$210K Hold
2,050
– – 0.11% 85
2018
Q2 		$225K Hold
2,050
– – 0.13% 81
2018
Q1 		$216K Hold
2,050
– – 0.13% 80
2017
Q4 		$226K Hold
2,050
– – 0.13% 78
2017
Q3 		$203K Sell
2,050
-75
-4% -$6.75K 0.12% 86
2017
Q2 		$179K Buy
2,125
+100
+5% +$8.3K 0.11% 86
2017
Q1 		$185K Sell
2,025
-550
-21% -$50.2K 0.11% 86
2016
Q4 		$221K Sell
2,575
-225
-8% -$18.9K 0.14% 80
2016
Q3 		$226K Hold
2,800
– – 0.15% 79
2016
Q2 		$208K Sell
2,800
-75
-3% -$6.19K 0.14% 76
2016
Q1 		$246K Buy
2,875
+600
+26% +$48.2K 0.18% 69
2015
Q4 		$197K Buy
+2,275
New +$209K 0.13% 83

Other funds holding LYB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WESPAC Advisors SoCal's LYB Position: Q1 2020 in Review

WESPAC Advisors SoCal sold out of LyondellBasell Industries (LYB) in Q1 2020, closing a stake of 2,775 shares — an estimated $262K sold.

WESPAC Advisors SoCal first reported a position in LYB in Q4 2015 and held it in 17 quarters. The position peaked at $262K in Q4 2019. 670 funds tracked by Wall St. Rank hold LYB as of Q1 2020.

  • WESPAC Advisors SoCal reported no remaining LyondellBasell Industries position as of Q1 2020 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 2,775 LyondellBasell Industries shares in Q1 2020, an estimated $262K.
  • WESPAC Advisors SoCal first reported a position in LyondellBasell Industries in Q4 2015 and held it in 17 quarters.
  • WESPAC Advisors SoCal's LyondellBasell Industries position peaked at $262K in Q4 2019.
  • 670 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2020.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2020, filed 30 Apr 2020.