Wharton Business Group’s LyondellBasell Industries LYB Stock Holding History

Wharton Business Group’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 Q3	–	Sell	-3,505	Closed	-$296K	–	111
2017 Q2	$296K	Sell	3,505 -117,635	-97%	-$9.77M	0.03%	96
2017 Q1	$11M	Sell	121,140 -25,150	-17%	-$2.3M	1.18%	25
2016 Q4	$12.5M	Sell	146,290 -3,290	-2%	-$276K	1.49%	19
2016 Q3	$12.1M	Sell	149,580 -33,845	-18%	-$2.62M	1.49%	23
2016 Q2	$13.7M	Buy	183,425 +1,634	+0.9%	+$135K	1.62%	22
2016 Q1	$15.6M	Sell	181,791 -8,219	-4%	-$660K	1.72%	20
2015 Q4	$16.4M	Buy	190,010 +25,955	+16%	+$2.39M	1.62%	22
2015 Q3	$13.7M	Buy	164,055 +32,240	+24%	+$2.87M	1.35%	30
2015 Q2	$13.6K	Sell	131,815 -48,185	-27%	-$4.85M	0.91%	31
2015 Q1	$15.8M	Buy	180,000 +176,255	+4,706%	+$14.8M	1.3%	29
2014 Q4	$297K	Buy	+3,745	New	+$325K	0.02%	119

Other funds holding LYB

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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIG

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

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

Wharton Business Group's LYB Position: Q3 2017 in Review

Wharton Business Group sold out of LyondellBasell Industries (LYB) in Q3 2017, closing a stake of 3,505 shares — an estimated $296K sold.

Wharton Business Group first reported a position in LYB in Q4 2014 and held it in 11 quarters. The position peaked at $16.4M in Q4 2015. 761 funds tracked by Wall St. Rank hold LYB as of Q3 2017.

Wharton Business Group reported no remaining LyondellBasell Industries position as of Q3 2017 after selling out during the quarter.
Wharton Business Group sold 3,505 LyondellBasell Industries shares in Q3 2017, an estimated $296K.
Wharton Business Group first reported a position in LyondellBasell Industries in Q4 2014 and held it in 11 quarters.
Wharton Business Group's LyondellBasell Industries position peaked at $16.4M in Q4 2015.
761 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2017.

Based on Wharton Business Group's 13F filing for Q3 2017, filed 2 Nov 2017.