WFG Advisors’s LyondellBasell Industries LYB Stock Holding History

WFG Advisors’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
2017 Q2	$187K	Buy	2,213 +883	+66%	+$73.3K	0.04%	381
2017 Q1	$121K	Sell	1,330 -6,910	-84%	-$631K	0.03%	443
2016 Q4	$707K	Sell	8,240 -302	-4%	-$25.3K	0.17%	153
2016 Q3	$689K	Buy	8,542 +2,829	+50%	+$219K	0.17%	146
2016 Q2	$425K	Buy	5,713 +671	+13%	+$55.4K	0.11%	190
2016 Q1	$432K	Sell	5,042 -455	-8%	-$36.5K	0.13%	178
2015 Q4	$478K	Sell	5,497 -235	-4%	-$21.6K	0.14%	168
2015 Q3	$478K	Buy	5,732 +672	+13%	+$59.8K	0.15%	161
2015 Q2	$524K	Sell	5,060 -641	-11%	-$64.5K	0.14%	152
2015 Q1	$501K	Buy	5,701 +3,302	+138%	+$278K	0.14%	176
2014 Q4	$190K	Buy	2,399 +1,216	+103%	+$105K	0.04%	441
2014 Q3	$129K	Hold	1,183	–	–	0.02%	574
2014 Q2	$116K	Sell	1,183 -100	-8%	-$9.52K	0.02%	601
2014 Q1	$114K	Sell	1,283 -270	-17%	-$22.7K	0.02%	595
2013 Q4	$125K	Buy	1,553 +169	+12%	+$13K	0.02%	661
2013 Q3	$101K	Buy	1,384 +678	+96%	+$47.2K	0.02%	699
2013 Q2	$47K	Buy	+706	New	+$44.6K	0.01%	906

Other funds holding LYB

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return