WPW
LIT icon

Waldron Private Wealth’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Waldron Private Wealth’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
-7,066
Closed -$233K – 184
2018
Q1 		$233K Buy
7,066
+400
+6% +$14.6K 0.05% 147
2017
Q4 		$258K Hold
6,666
– – 0.06% 140
2017
Q3 		$249K Buy
+6,666
New +$220K 0.07% 125

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

Waldron Private Wealth's LIT Position: Q2 2018 in Review

Waldron Private Wealth sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2018, closing a stake of 7,066 shares — an estimated $233K sold.

Waldron Private Wealth first reported a position in LIT in Q3 2017 and held it in 3 quarters. The position peaked at $258K in Q4 2017. 110 funds tracked by Wall St. Rank hold LIT as of Q2 2018.

  • Waldron Private Wealth reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2018 after selling out during the quarter.
  • Waldron Private Wealth sold 7,066 Global X Lithium & Battery Tech ETF shares in Q2 2018, an estimated $233K.
  • Waldron Private Wealth first reported a position in Global X Lithium & Battery Tech ETF in Q3 2017 and held it in 3 quarters.
  • Waldron Private Wealth's Global X Lithium & Battery Tech ETF position peaked at $258K in Q4 2017.
  • 110 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2018.

Based on Waldron Private Wealth's 13F filing for Q2 2018, filed 9 Aug 2018.