Piershale Financial Group’s Direxion Zacks MLP High Income Index Shares ZMLP Stock Holding History

Piershale Financial Group’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
2016 Q4	–	Sell	-38	Closed	-$6K	–	153
2016 Q3	$6K	Hold	38	–	–	﹤0.01%	112
2016 Q2	$6K	Hold	38	–	–	﹤0.01%	104
2016 Q1	$5K	Buy	+38	New	+$4.52K	﹤0.01%	103

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 $377B AUM 19.32% 1-Year Est. Return

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CSIA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Piershale Financial Group's ZMLP Position: Q4 2016 in Review

Piershale Financial Group sold out of Direxion Zacks MLP High Income Index Shares (ZMLP) in Q4 2016, closing a stake of 38 shares — an estimated $6K sold.

Piershale Financial Group first reported a position in ZMLP in Q1 2016 and held it in 3 quarters. The position peaked at $6K in Q3 2016. 14 funds tracked by Wall St. Rank hold ZMLP as of Q4 2016.

Piershale Financial Group reported no remaining Direxion Zacks MLP High Income Index Shares position as of Q4 2016 after selling out during the quarter.
Piershale Financial Group sold 38 Direxion Zacks MLP High Income Index Shares shares in Q4 2016, an estimated $6K.
Piershale Financial Group first reported a position in Direxion Zacks MLP High Income Index Shares in Q1 2016 and held it in 3 quarters.
Piershale Financial Group's Direxion Zacks MLP High Income Index Shares position peaked at $6K in Q3 2016.
14 funds tracked by Wall St. Rank held Direxion Zacks MLP High Income Index Shares as of Q4 2016.

Based on Piershale Financial Group's 13F filing for Q4 2016, filed 18 Jan 2017.