Kelman-Lazarov Inc’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Kelman-Lazarov Inc’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 Q1	–	Sell	-500	Closed	-$12.2K	–	181
2016 Q4	$12.2K	Hold	500	–	–	0.01%	248
2016 Q3	$12.2K	Hold	500	–	–	0.01%	280
2016 Q2	$12.5K	Hold	500	–	–	0.01%	266
2016 Q1	$11K	Buy	+500	New	+$9.56K	0.01%	280

Other funds holding LIT

BCM

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

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

EDRH

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

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

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

JWS

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

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

PVH

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

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

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

Kelman-Lazarov Inc's LIT Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2017, closing a stake of 500 shares — an estimated $12.2K sold.

Kelman-Lazarov Inc first reported a position in LIT in Q1 2016 and held it in 4 quarters. The position peaked at $12.5K in Q2 2016. 37 funds tracked by Wall St. Rank hold LIT as of Q1 2017.

Kelman-Lazarov Inc reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 500 Global X Lithium & Battery Tech ETF shares in Q1 2017, an estimated $12.2K.
Kelman-Lazarov Inc first reported a position in Global X Lithium & Battery Tech ETF in Q1 2016 and held it in 4 quarters.
Kelman-Lazarov Inc's Global X Lithium & Battery Tech ETF position peaked at $12.5K in Q2 2016.
37 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.