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WealthTrust-Arizona’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

WealthTrust-Arizona’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
2014
Q4 		– Sell
-60
Closed -$1K – 649
2014
Q3 		$1K Hold
60
– – ﹤0.01% 613
2014
Q2 		$2K Hold
60
– – ﹤0.01% 554
2014
Q1 		$2K Hold
60
– – ﹤0.01% 572
2013
Q4 		$2K Hold
60
– – ﹤0.01% 557
2013
Q3 		$2K Hold
60
– – ﹤0.01% 547
2013
Q2 		$1K Buy
+60
New +$1.5K ﹤0.01% 587

Other funds holding LIT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

WealthTrust-Arizona's LIT Position: Q4 2014 in Review

WealthTrust-Arizona sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2014, closing a stake of 60 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in LIT in Q2 2013 and held it in 6 quarters. The position peaked at $2K in Q2 2014. 18 funds tracked by Wall St. Rank hold LIT as of Q4 2014.

  • WealthTrust-Arizona reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 60 Global X Lithium & Battery Tech ETF shares in Q4 2014, an estimated $1K.
  • WealthTrust-Arizona first reported a position in Global X Lithium & Battery Tech ETF in Q2 2013 and held it in 6 quarters.
  • WealthTrust-Arizona's Global X Lithium & Battery Tech ETF position peaked at $2K in Q2 2014.
  • 18 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2014.

Based on WealthTrust-Arizona's 13F filing for Q4 2014, filed 22 Jan 2015.