WFG Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

WFG Advisors’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
2017 Q1	–	Sell	-100	Closed	-$2K	–	1594
2016 Q4	$2K	Hold	100	–	–	﹤0.01%	1418
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	1405
2016 Q2	$2K	Hold	100	–	–	﹤0.01%	1382
2016 Q1	$2K	Hold	100	–	–	﹤0.01%	1344
2015 Q4	$2K	Hold	100	–	–	﹤0.01%	1375
2015 Q3	$2K	Hold	100	–	–	﹤0.01%	1421
2015 Q2	$2K	Buy	+100	New	+$2.45K	﹤0.01%	1490
2014 Q1	–	Sell	-1,000	Closed	-$26K	–	2121
2013 Q4	$26K	Hold	1,000	–	–	﹤0.01%	1239
2013 Q3	$27K	Hold	1,000	–	–	﹤0.01%	1149
2013 Q2	$23K	Buy	+1,000	New	+$25K	﹤0.01%	1164

Other funds holding LIT

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WFG Advisors's LIT Position: Q1 2017 in Review

WFG Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2017, closing a stake of 100 shares — an estimated $2K sold.

WFG Advisors first reported a position in LIT in Q2 2013 and held it in 10 quarters. The position peaked at $27K in Q3 2013. 37 funds tracked by Wall St. Rank hold LIT as of Q1 2017.

WFG Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2017 after selling out during the quarter.
WFG Advisors sold 100 Global X Lithium & Battery Tech ETF shares in Q1 2017, an estimated $2K.
WFG Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q2 2013 and held it in 10 quarters.
WFG Advisors's Global X Lithium & Battery Tech ETF position peaked at $27K in Q3 2013.
37 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.