Commonwealth Equity Services’s Direxion Zacks MLP High Income Index Shares ZMLP Stock Holding History

Commonwealth Equity Services’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 Q2	–	Sell	-1,327	Closed	-$51K	–	3037
2020 Q1	$51K	Buy	+1,327	New	+$102K	﹤0.01%	2682
2017 Q2	–	Sell	-1,515	Closed	-$228K	–	2584
2017 Q1	$228K	Sell	1,515 -9	-0.6%	-$1.39K	﹤0.01%	2058
2016 Q4	$230K	Buy	1,524 +135	+10%	+$20K	﹤0.01%	1964
2016 Q3	$209K	Buy	1,389 +21	+2%	+$3.22K	﹤0.01%	1962
2016 Q2	$206K	Buy	1,368 +46	+3%	+$6.55K	﹤0.01%	1936
2016 Q1	$165K	Buy	+1,322	New	+$157K	﹤0.01%	1968
2015 Q4	–	Sell	-1,193	Closed	-$205K	–	2256
2015 Q3	$205K	Buy	+1,193	New	+$242K	﹤0.01%	1821

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

ZIM

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

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

Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return

CST

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

BBWA

Bell & Brown Wealth Advisors Newport Beach, California $308M AUM 36.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Commonwealth Equity Services's ZMLP Position: Q2 2020 in Review

Commonwealth Equity Services sold out of Direxion Zacks MLP High Income Index Shares (ZMLP) in Q2 2020, closing a stake of 1,327 shares — an estimated $51K sold.

Commonwealth Equity Services first reported a position in ZMLP in Q3 2015 and held it in 7 quarters. The position peaked at $230K in Q4 2016. 16 funds tracked by Wall St. Rank hold ZMLP as of Q2 2020.

Commonwealth Equity Services reported no remaining Direxion Zacks MLP High Income Index Shares position as of Q2 2020 after selling out during the quarter.
Commonwealth Equity Services sold 1,327 Direxion Zacks MLP High Income Index Shares shares in Q2 2020, an estimated $51K.
Commonwealth Equity Services first reported a position in Direxion Zacks MLP High Income Index Shares in Q3 2015 and held it in 7 quarters.
Commonwealth Equity Services's Direxion Zacks MLP High Income Index Shares position peaked at $230K in Q4 2016.
16 funds tracked by Wall St. Rank held Direxion Zacks MLP High Income Index Shares as of Q2 2020.

Based on Commonwealth Equity Services's 13F filing for Q2 2020, filed 12 Aug 2020.