Willingdon Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Willingdon Wealth Management’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
2019 Q4	–	Sell	-10	Closed	-$1K	–	475
2019 Q3	$1K	Buy	+10	New	+$815	﹤0.01%	441
2018 Q4	–	Sell	-72	Closed	-$7K	–	378
2018 Q3	$7K	Buy	+72	New	+$7.87K	﹤0.01%	314
2018 Q1	–	Sell	-82	Closed	-$9K	–	367
2017 Q4	$9K	Buy	+82	New	+$8.51K	﹤0.01%	253
2017 Q3	–	Sell	-31,514	Closed	-$2.66M	–	302
2017 Q2	$2.66M	Sell	31,514 -4,830	-13%	-$401K	1.06%	34
2017 Q1	$3.31M	Sell	36,344 -31,477	-46%	-$2.87M	1.34%	19
2016 Q4	$5.82M	Buy	67,821 +44,384	+189%	+$3.72M	2.75%	3
2016 Q3	$1.89M	Buy	+23,437	New	+$1.81M	0.96%	42

Other funds holding LYB

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Willingdon Wealth Management's LYB Position: Q4 2019 in Review

Willingdon Wealth Management sold out of LyondellBasell Industries (LYB) in Q4 2019, closing a stake of 10 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in LYB in Q3 2016 and held it in 7 quarters. The position peaked at $5.82M in Q4 2016. 825 funds tracked by Wall St. Rank hold LYB as of Q4 2019.

Willingdon Wealth Management reported no remaining LyondellBasell Industries position as of Q4 2019 after selling out during the quarter.
Willingdon Wealth Management sold 10 LyondellBasell Industries shares in Q4 2019, an estimated $1K.
Willingdon Wealth Management first reported a position in LyondellBasell Industries in Q3 2016 and held it in 7 quarters.
Willingdon Wealth Management's LyondellBasell Industries position peaked at $5.82M in Q4 2016.
825 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.