Asset Planning Services (Pennsylvania)’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio LIT Stock Details LIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-164	Closed	-$4K	–	179
2019 Q3	$4K	Buy	164 +2	+1%	+$50	﹤0.01%	243
2019 Q2	$4K	Hold	162	–	–	﹤0.01%	235
2019 Q1	$5K	Buy	162 +4	+3%	+$114	﹤0.01%	229
2018 Q4	$4K	Buy	+158	New	+$4.81K	﹤0.01%	237
2018 Q3	–	Sell	-158	Closed	-$5K	–	274
2018 Q2	$5K	Hold	158	–	–	﹤0.01%	228
2018 Q1	$5K	Buy	158 +4	+3%	+$146	﹤0.01%	234
2017 Q4	$6K	Hold	154	–	–	﹤0.01%	230
2017 Q3	$6K	Hold	154	–	–	﹤0.01%	253
2017 Q2	$4K	Hold	154	–	–	﹤0.01%	267
2017 Q1	$4K	Buy	154 +4	+3%	+$106	﹤0.01%	259
2016 Q4	$4K	Hold	150	–	–	﹤0.01%	243
2016 Q3	$4K	Hold	150	–	–	﹤0.01%	233
2016 Q2	$4K	Hold	150	–	–	﹤0.01%	240
2016 Q1	$3K	Hold	150	–	–	﹤0.01%	241
2015 Q4	$3K	Buy	+150	New	+$3.02K	﹤0.01%	217

Other funds holding LIT

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s LIT Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2019, closing a stake of 164 shares — an estimated $4K sold.

Asset Planning Services (Pennsylvania) first reported a position in LIT in Q4 2015 and held it in 15 quarters. The position peaked at $6K in Q4 2017. 98 funds tracked by Wall St. Rank hold LIT as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 164 Global X Lithium & Battery Tech ETF shares in Q4 2019, an estimated $4K.
Asset Planning Services (Pennsylvania) first reported a position in Global X Lithium & Battery Tech ETF in Q4 2015 and held it in 15 quarters.
Asset Planning Services (Pennsylvania)'s Global X Lithium & Battery Tech ETF position peaked at $6K in Q4 2017.
98 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.