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

Kiley Juergens 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 Q4	–	Sell	-955	Closed	-$31K	–	380
2018 Q3	$31K	Hold	955	–	–	0.02%	300
2018 Q2	$31K	Buy	+955	New	+$31.9K	0.03%	263
2018 Q1	–	Sell	-636	Closed	-$24K	–	377
2017 Q4	$24K	Buy	+636	New	+$25K	0.02%	319

Other funds holding LIT

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

PVH

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Kiley Juergens Wealth Management's LIT Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2018, closing a stake of 955 shares — an estimated $31K sold.

Kiley Juergens Wealth Management first reported a position in LIT in Q4 2017 and held it in 3 quarters. The position peaked at $31K in Q3 2018. 103 funds tracked by Wall St. Rank hold LIT as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 955 Global X Lithium & Battery Tech ETF shares in Q4 2018, an estimated $31K.
Kiley Juergens Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $31K in Q3 2018.
103 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.