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Cabot Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Cabot Wealth Management’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
2018
Q3 		– Sell
-93,142
Closed -$3.03M – 128
2018
Q2 		$3.03M Sell
93,142
-1,206
-1% -$40.3K 0.68% 55
2018
Q1 		$3.11M Sell
94,348
-5,842
-6% -$213K 0.7% 51
2017
Q4 		$3.88M Buy
+100,190
New +$3.94M 0.84% 47

Other funds holding LIT

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cabot Wealth Management's LIT Position: Q3 2018 in Review

Cabot Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2018, closing a stake of 93,142 shares — an estimated $3.03M sold.

Cabot Wealth Management first reported a position in LIT in Q4 2017 and held it in 3 quarters. The position peaked at $3.88M in Q4 2017. 112 funds tracked by Wall St. Rank hold LIT as of Q3 2018.

  • Cabot Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2018 after selling out during the quarter.
  • Cabot Wealth Management sold 93,142 Global X Lithium & Battery Tech ETF shares in Q3 2018, an estimated $3.03M.
  • Cabot Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and held it in 3 quarters.
  • Cabot Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $3.88M in Q4 2017.
  • 112 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2018.

Based on Cabot Wealth Management's 13F filing for Q3 2018, filed 30 Oct 2018.