HL Financial Services’s Direxion Zacks MLP High Income Index Shares ZMLP Stock Holding History

HL Financial Services’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
2018 Q1	–	Sell	-4,869	Closed	-$623K	–	728
2017 Q4	$623K	Sell	4,869 -146	-3%	-$18.8K	0.01%	389
2017 Q3	$666K	Sell	5,015 -1,220	-20%	-$164K	0.01%	429
2017 Q2	$854K	Sell	6,235 -119	-2%	-$17K	0.02%	379
2017 Q1	$955K	Buy	6,354 +1,621	+34%	+$251K	0.02%	353
2016 Q4	$715K	Sell	4,733 -683	-13%	-$101K	0.02%	384
2016 Q3	$816K	Buy	+5,416	New	+$830K	0.02%	346
2015 Q4	–	Sell	-3,068	Closed	-$526K	–	675
2015 Q3	$526K	Buy	+3,068	New	+$623K	0.01%	410

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

CSIA

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

BBWA

Bell & Brown Wealth Advisors Newport Beach, California $308M AUM 36.32% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

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

HL Financial Services's ZMLP Position: Q1 2018 in Review

HL Financial Services sold out of Direxion Zacks MLP High Income Index Shares (ZMLP) in Q1 2018, closing a stake of 4,869 shares — an estimated $623K sold.

HL Financial Services first reported a position in ZMLP in Q3 2015 and held it in 7 quarters. The position peaked at $955K in Q1 2017. 13 funds tracked by Wall St. Rank hold ZMLP as of Q1 2018.

HL Financial Services reported no remaining Direxion Zacks MLP High Income Index Shares position as of Q1 2018 after selling out during the quarter.
HL Financial Services sold 4,869 Direxion Zacks MLP High Income Index Shares shares in Q1 2018, an estimated $623K.
HL Financial Services first reported a position in Direxion Zacks MLP High Income Index Shares in Q3 2015 and held it in 7 quarters.
HL Financial Services's Direxion Zacks MLP High Income Index Shares position peaked at $955K in Q1 2017.
13 funds tracked by Wall St. Rank held Direxion Zacks MLP High Income Index Shares as of Q1 2018.

Based on HL Financial Services's 13F filing for Q1 2018, filed 2 May 2018.