River Wealth Advisors’s Direxion Zacks MLP High Income Index Shares ZMLP Stock Holding History

River Wealth 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 Q1	–	Sell	-9	Closed	-$1K	–	547
2018 Q4	$1K	Hold	9	–	–	﹤0.01%	533
2018 Q3	$1K	Sell	9 -7	-44%	-$882	﹤0.01%	567
2018 Q2	$2K	Buy	+16	New	+$1.91K	﹤0.01%	550

Other funds holding ZMLP

CSIA

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

ZIM

Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return

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

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

River Wealth Advisors's ZMLP Position: Q1 2019 in Review

River Wealth Advisors sold out of Direxion Zacks MLP High Income Index Shares (ZMLP) in Q1 2019, closing a stake of 9 shares — an estimated $1K sold.

River Wealth Advisors first reported a position in ZMLP in Q2 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 17 funds tracked by Wall St. Rank hold ZMLP as of Q1 2019.

River Wealth Advisors reported no remaining Direxion Zacks MLP High Income Index Shares position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 9 Direxion Zacks MLP High Income Index Shares shares in Q1 2019, an estimated $1K.
River Wealth Advisors first reported a position in Direxion Zacks MLP High Income Index Shares in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Direxion Zacks MLP High Income Index Shares position peaked at $2K in Q2 2018.
17 funds tracked by Wall St. Rank held Direxion Zacks MLP High Income Index Shares as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.