Lugano Financial Advisors SA (LFA)’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2020 Q1	–	Sell	-600	Closed	-$16K	–	133
2019 Q4	$16K	Buy	+600	New	+$15.3K	0.01%	127
2019 Q2	$16K	Hold	600	–	–	0.01%	127
2019 Q1	$16K	Sell	600 -14,334	-96%	-$409K	0.01%	121
2018 Q4	$492K	Hold	14,934	–	–	0.34%	46
2018 Q3	$492K	Sell	14,934 -57,045	-79%	-$1.84M	0.34%	46
2018 Q2	$2.33M	Buy	+71,979	New	+$2.41M	2.24%	16

Other funds holding LIT

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s LIT Position: Q1 2020 in Review

Lugano Financial Advisors SA (LFA) sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2020, closing a stake of 600 shares — an estimated $16K sold.

Lugano Financial Advisors SA (LFA) first reported a position in LIT in Q2 2018 and held it in 6 quarters. The position peaked at $2.33M in Q2 2018. 94 funds tracked by Wall St. Rank hold LIT as of Q1 2020.

Lugano Financial Advisors SA (LFA) reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2020 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 600 Global X Lithium & Battery Tech ETF shares in Q1 2020, an estimated $16K.
Lugano Financial Advisors SA (LFA) first reported a position in Global X Lithium & Battery Tech ETF in Q2 2018 and held it in 6 quarters.
Lugano Financial Advisors SA (LFA)'s Global X Lithium & Battery Tech ETF position peaked at $2.33M in Q2 2018.
94 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2020.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2020, filed 8 Apr 2020.