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

Advisor 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
2019 Q4	$145K	Buy	1,511 +593	+65%	+$56.9K	﹤0.01%	2650
2019 Q3	$93K	Buy	918 +246	+37%	+$26.1K	﹤0.01%	2935
2019 Q2	$73K	Buy	672 +9	+1%	+$987	﹤0.01%	3101
2019 Q1	$72K	Buy	663 +125	+23%	+$13.5K	﹤0.01%	3122
2018 Q4	$51K	Buy	538 +438	+438%	+$49.6K	﹤0.01%	3175
2018 Q3	$12K	Buy	100 +75	+300%	+$9.45K	﹤0.01%	4211
2018 Q2	$3K	Hold	25	–	–	﹤0.01%	4601
2018 Q1	$3K	Hold	25	–	–	﹤0.01%	4625
2017 Q4	$3K	Hold	25	–	–	﹤0.01%	4622
2017 Q3	$3K	Hold	25	–	–	﹤0.01%	4478
2017 Q2	$3K	Hold	25	–	–	﹤0.01%	4452
2017 Q1	$4K	Hold	25	–	–	﹤0.01%	4242
2016 Q4	$4K	Hold	25	–	–	﹤0.01%	4062
2016 Q3	$4K	Sell	25 -6	-19%	-$919	﹤0.01%	4022
2016 Q2	$3K	Buy	+31	New	+$4.42K	﹤0.01%	4022

Other funds holding ZMLP

CSIA

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

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

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

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

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B 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 New York $871B AUM 31.28% 1-Year Est. Return

Advisor Group's ZMLP Position: Q4 2019 in Review

Advisor Group increased its Direxion Zacks MLP High Income Index Shares (ZMLP) stake by 65% in Q4 2019, buying an estimated $56.9K and bringing the position to 1,511 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #2650.

Advisor Group first reported a position in ZMLP in Q2 2016 and has held it in 15 quarters since. 15 funds tracked by Wall St. Rank hold ZMLP as of Q4 2019.

Advisor Group held 1,511 shares of Direxion Zacks MLP High Income Index Shares worth $145K as of Q4 2019.
Advisor Group bought 593 Direxion Zacks MLP High Income Index Shares shares in Q4 2019, an estimated $56.9K.
Direxion Zacks MLP High Income Index Shares made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2650 holding.
Advisor Group first reported a position in Direxion Zacks MLP High Income Index Shares in Q2 2016 and has held it in 15 quarters since.
15 funds tracked by Wall St. Rank held Direxion Zacks MLP High Income Index Shares as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.