FineMark National Bank & Trust’s Direxion Zacks MLP High Income Index Shares ZMLP Stock Holding History

FineMark National Bank & Trust’s Portfolio ZMLP Stock Details ZMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-128	Closed	-$19K	–	1120
2016 Q4	$19K	Hold	128	–	–	﹤0.01%	832
2016 Q3	$19K	Hold	128	–	–	﹤0.01%	822
2016 Q2	$19K	Hold	128	–	–	﹤0.01%	835
2016 Q1	$16K	Sell	128 -3	-2%	-$357	﹤0.01%	819
2015 Q4	$18K	Buy	+131	New	+$21.7K	﹤0.01%	845

Other funds holding ZMLP

ZIM

Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 10.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

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

FineMark National Bank & Trust's ZMLP Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Direxion Zacks MLP High Income Index Shares (ZMLP) in Q1 2017, closing a stake of 128 shares — an estimated $19K sold.

FineMark National Bank & Trust first reported a position in ZMLP in Q4 2015 and held it in 5 quarters. The position peaked at $19K in Q4 2016. 14 funds tracked by Wall St. Rank hold ZMLP as of Q1 2017.

FineMark National Bank & Trust reported no remaining Direxion Zacks MLP High Income Index Shares position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 128 Direxion Zacks MLP High Income Index Shares shares in Q1 2017, an estimated $19K.
FineMark National Bank & Trust first reported a position in Direxion Zacks MLP High Income Index Shares in Q4 2015 and held it in 5 quarters.
FineMark National Bank & Trust's Direxion Zacks MLP High Income Index Shares position peaked at $19K in Q4 2016.
14 funds tracked by Wall St. Rank held Direxion Zacks MLP High Income Index Shares as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.