Bell & Brown Wealth Advisors’s Direxion Zacks MLP High Income Index Shares ZMLP Stock Holding History

Bell & Brown 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
2020 Q3	–	Sell	-3,706	Closed	-$211K	–	71
2020 Q2	$211K	Buy	+3,706	New	+$200K	0.17%	70
2020 Q1	–	Sell	-3,919	Closed	-$390K	–	84
2019 Q4	$390K	Sell	3,919 -294	-7%	-$28.2K	0.29%	68
2019 Q3	$420K	Sell	4,213 -712	-14%	-$75.5K	0.35%	66
2019 Q2	$532K	Buy	4,925 +112	+2%	+$12.3K	0.47%	60
2019 Q1	$524K	Sell	4,813 -862	-15%	-$93.3K	0.48%	61
2018 Q4	$538K	Sell	5,675 -1,175	-17%	-$133K	0.58%	57
2018 Q3	$784K	Buy	+6,850	New	+$863K	0.73%	55
2018 Q2	–	Sell	-6,913	Closed	-$816K	–	89
2018 Q1	$816K	Buy	+6,913	New	+$890K	0.86%	51

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

ZIM

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

CST

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

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

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

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

Bell & Brown Wealth Advisors's ZMLP Position: Q3 2020 in Review

Bell & Brown Wealth Advisors sold out of Direxion Zacks MLP High Income Index Shares (ZMLP) in Q3 2020, closing a stake of 3,706 shares — an estimated $211K sold.

Bell & Brown Wealth Advisors first reported a position in ZMLP in Q1 2018 and held it in 8 quarters. The position peaked at $816K in Q1 2018. 20 funds tracked by Wall St. Rank hold ZMLP as of Q3 2020.

Bell & Brown Wealth Advisors reported no remaining Direxion Zacks MLP High Income Index Shares position as of Q3 2020 after selling out during the quarter.
Bell & Brown Wealth Advisors sold 3,706 Direxion Zacks MLP High Income Index Shares shares in Q3 2020, an estimated $211K.
Bell & Brown Wealth Advisors first reported a position in Direxion Zacks MLP High Income Index Shares in Q1 2018 and held it in 8 quarters.
Bell & Brown Wealth Advisors's Direxion Zacks MLP High Income Index Shares position peaked at $816K in Q1 2018.
20 funds tracked by Wall St. Rank held Direxion Zacks MLP High Income Index Shares as of Q3 2020.

Based on Bell & Brown Wealth Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.