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Samalin Investment Counsel’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Samalin Investment Counsel’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
-53
Closed -$1K – 363
2019
Q4 		$1K Buy
+53
New +$1.35K ﹤0.01% 534

Other funds holding LIT

PNC Financial Services Group
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MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Samalin Investment Counsel's LIT Position: Q1 2020 in Review

Samalin Investment Counsel sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2020, closing a stake of 53 shares — an estimated $1K sold.

Samalin Investment Counsel first reported a position in LIT in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 94 funds tracked by Wall St. Rank hold LIT as of Q1 2020.

  • Samalin Investment Counsel reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 53 Global X Lithium & Battery Tech ETF shares in Q1 2020, an estimated $1K.
  • Samalin Investment Counsel first reported a position in Global X Lithium & Battery Tech ETF in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's Global X Lithium & Battery Tech ETF position peaked at $1K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.