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Patten Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Patten Group’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
-9
Closed – – 394
2018
Q4 		$0 Hold
9
– – ﹤0.01% 647
2018
Q3 		$0 Hold
9
– – ﹤0.01% 699
2018
Q2 		$0 Buy
+9
New +$301 ﹤0.01% 670

Other funds holding LIT

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Patten Group's LIT Position: Q1 2019 in Review

Patten Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2019, closing a stake of 9 shares.

Patten Group first reported a position in LIT in Q2 2018 and held it in 3 quarters. The position peaked at $0 in Q4 2018. 101 funds tracked by Wall St. Rank hold LIT as of Q1 2019.

  • Patten Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2019 after selling out during the quarter.
  • Patten Group sold 9 Global X Lithium & Battery Tech ETF shares in Q1 2019.
  • Patten Group first reported a position in Global X Lithium & Battery Tech ETF in Q2 2018 and held it in 3 quarters.
  • Patten Group's Global X Lithium & Battery Tech ETF position peaked at $0 in Q4 2018.
  • 101 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.