FHA
ZMLP

Flagship Harbor Advisors’s Direxion Zacks MLP High Income Index Shares ZMLP Stock Holding History

Flagship Harbor Advisors’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
2019
Q4 		– Sell
-50
Closed -$5K – 2003
2019
Q3 		$5K Sell
50
-13
-21% -$1.38K ﹤0.01% 1524
2019
Q2 		$6K Hold
63
– – ﹤0.01% 1473
2019
Q1 		$6K Hold
63
– – ﹤0.01% 1469
2018
Q4 		$5K Hold
63
– – ﹤0.01% 1472
2018
Q3 		$8K Sell
63
-12
-16% -$1.51K ﹤0.01% 1556
2018
Q2 		$8K Buy
+75
New +$8.94K ﹤0.01% 1491

Other funds holding ZMLP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
BBWA
Bell & Brown Wealth Advisors Newport Beach, California $308M AUM 36.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return