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Nikulski Financial’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Nikulski Financial’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
Q2 		– Sell
-6,700
Closed -$221K – 82
2018
Q1 		$221K Sell
6,700
-9,126
-58% -$333K 0.22% 71
2017
Q4 		$613K Buy
+15,826
New +$622K 0.66% 40

Other funds holding LIT

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Nikulski Financial's LIT Position: Q2 2018 in Review

Nikulski Financial sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2018, closing a stake of 6,700 shares — an estimated $221K sold.

Nikulski Financial first reported a position in LIT in Q4 2017 and held it in 2 quarters. The position peaked at $613K in Q4 2017. 110 funds tracked by Wall St. Rank hold LIT as of Q2 2018.

  • Nikulski Financial reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2018 after selling out during the quarter.
  • Nikulski Financial sold 6,700 Global X Lithium & Battery Tech ETF shares in Q2 2018, an estimated $221K.
  • Nikulski Financial first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and held it in 2 quarters.
  • Nikulski Financial's Global X Lithium & Battery Tech ETF position peaked at $613K in Q4 2017.
  • 110 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2018.

Based on Nikulski Financial's 13F filing for Q2 2018, filed 10 Aug 2018.