Bessemer Group
ZMLP

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

Bessemer 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 		– Sell
-237
Closed -$24K – 1830
2019
Q3 		$24K Buy
+237
New +$25.1K ﹤0.01% 1388

Other funds holding ZMLP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RT
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group's ZMLP Position: Q4 2019 in Review

Bessemer Group sold out of Direxion Zacks MLP High Income Index Shares (ZMLP) in Q4 2019, closing a stake of 237 shares — an estimated $24K sold.

Bessemer Group first reported a position in ZMLP in Q3 2019 and held it in 1 quarter. The position peaked at $24K in Q3 2019. 15 funds tracked by Wall St. Rank hold ZMLP as of Q4 2019.

  • Bessemer Group reported no remaining Direxion Zacks MLP High Income Index Shares position as of Q4 2019 after selling out during the quarter.
  • Bessemer Group sold 237 Direxion Zacks MLP High Income Index Shares shares in Q4 2019, an estimated $24K.
  • Bessemer Group first reported a position in Direxion Zacks MLP High Income Index Shares in Q3 2019 and held it in 1 quarter.
  • Bessemer Group's Direxion Zacks MLP High Income Index Shares position peaked at $24K in Q3 2019.
  • 15 funds tracked by Wall St. Rank held Direxion Zacks MLP High Income Index Shares as of Q4 2019.

Based on Bessemer Group's 13F filing for Q4 2019, filed 4 Feb 2020.