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

Endurance 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
2017 Q2	–	Sell	-2,000	Closed	-$56K	–	510
2017 Q1	$56K	Buy	2,000 +1,000	+100%	+$26.5K	0.01%	264
2016 Q4	$24K	Hold	1,000	–	–	﹤0.01%	324
2016 Q3	$24K	Buy	+1,000	New	+$24.8K	﹤0.01%	325

Other funds holding LIT

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JWS

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

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

Endurance Wealth Management's LIT Position: Q2 2017 in Review

Endurance Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2017, closing a stake of 2,000 shares — an estimated $56K sold.

Endurance Wealth Management first reported a position in LIT in Q3 2016 and held it in 3 quarters. The position peaked at $56K in Q1 2017. 46 funds tracked by Wall St. Rank hold LIT as of Q2 2017.

Endurance Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2017 after selling out during the quarter.
Endurance Wealth Management sold 2,000 Global X Lithium & Battery Tech ETF shares in Q2 2017, an estimated $56K.
Endurance Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2016 and held it in 3 quarters.
Endurance Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $56K in Q1 2017.
46 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2017.

Based on Endurance Wealth Management's 13F filing for Q2 2017, filed 1 Aug 2017.