Edmond de Rothschild (Suisse)’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Edmond de Rothschild (Suisse)’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
2016 Q3	$128K	Buy	5,200 +4,600	+767%	+$114K	0.04%	238
2016 Q2	$15K	Hold	600	–	–	0.01%	365
2016 Q1	$13K	Hold	600	–	–	0.01%	336
2015 Q4	$12K	Hold	600	–	–	﹤0.01%	344
2015 Q3	$11K	Hold	600	–	–	﹤0.01%	389
2015 Q2	$14K	Buy	+600	New	+$14.7K	﹤0.01%	370

Other funds holding LIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s LIT Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) increased its Global X Lithium & Battery Tech ETF (LIT) stake by 767% in Q3 2016, buying an estimated $114K and bringing the position to 5,200 shares worth $128K. The position accounts for 0.04% of the portfolio, ranked #238.

Edmond de Rothschild (Suisse) first reported a position in LIT in Q2 2015 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold LIT as of Q3 2016.

Edmond de Rothschild (Suisse) held 5,200 shares of Global X Lithium & Battery Tech ETF worth $128K as of Q3 2016.
Edmond de Rothschild (Suisse) bought 4,600 Global X Lithium & Battery Tech ETF shares in Q3 2016, an estimated $114K.
Global X Lithium & Battery Tech ETF made up 0.04% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #238 holding.
Edmond de Rothschild (Suisse) first reported a position in Global X Lithium & Battery Tech ETF in Q2 2015 and has held it in 6 quarters since.
30 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.