Karp Capital Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Karp Capital 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
2019 Q1	–	Sell	-500	Closed	-$13K	–	262
2018 Q4	$13K	Buy	+500	New	+$15.2K	0.01%	254
2018 Q2	–	Sell	-34,473	Closed	-$1.14M	–	121
2018 Q1	$1.14M	Buy	34,473 +2,401	+7%	+$87.5K	0.46%	68
2017 Q4	$1.24M	Buy	32,072 +9,840	+44%	+$387K	0.53%	61
2017 Q3	$832K	Buy	22,232 +4,955	+29%	+$164K	0.39%	71
2017 Q2	$501K	Buy	17,277 +460	+3%	+$13.4K	0.25%	80
2017 Q1	$473K	Sell	16,817 -1,183	-7%	-$31.4K	0.27%	70
2016 Q4	$439K	Sell	18,000 -1,400	-7%	-$34.1K	0.29%	66
2016 Q3	$479K	Buy	+19,400	New	+$481K	0.31%	68

Other funds holding LIT

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Karp Capital Management's LIT Position: Q1 2019 in Review

Karp Capital Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2019, closing a stake of 500 shares — an estimated $13K sold.

Karp Capital Management first reported a position in LIT in Q3 2016 and held it in 8 quarters. The position peaked at $1.24M in Q4 2017. 101 funds tracked by Wall St. Rank hold LIT as of Q1 2019.

Karp Capital Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 500 Global X Lithium & Battery Tech ETF shares in Q1 2019, an estimated $13K.
Karp Capital Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2016 and held it in 8 quarters.
Karp Capital Management's Global X Lithium & Battery Tech ETF position peaked at $1.24M in Q4 2017.
101 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.