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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 $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WFG Advisors's LYB Position: Q2 2017 in Review

WFG Advisors increased its LyondellBasell Industries (LYB) stake by 66% in Q2 2017, buying an estimated $73.3K and bringing the position to 2,213 shares worth $187K. The position accounts for 0.04% of the portfolio, ranked #381.

WFG Advisors first reported a position in LYB in Q2 2013 and has held it in 17 quarters since. The position peaked at $707K in Q4 2016. 747 funds tracked by Wall St. Rank hold LYB as of Q2 2017.

  • WFG Advisors held 2,213 shares of LyondellBasell Industries worth $187K as of Q2 2017.
  • WFG Advisors bought 883 LyondellBasell Industries shares in Q2 2017, an estimated $73.3K.
  • LyondellBasell Industries made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #381 holding.
  • WFG Advisors first reported a position in LyondellBasell Industries in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's LyondellBasell Industries position peaked at $707K in Q4 2016.
  • 747 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.