DWM
ZMLP

Destination Wealth Management’s Direxion Zacks MLP High Income Index Shares ZMLP Stock Holding History

Destination Wealth Management’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
Q3 		– Sell
-80
Closed -$9K – 550
2019
Q2 		$9K Buy
+80
New +$8.78K ﹤0.01% 449

Other funds holding ZMLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBWA
Bell & Brown Wealth Advisors Newport Beach, California $308M AUM 36.32% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Destination Wealth Management's ZMLP Position: Q3 2019 in Review

Destination Wealth Management sold out of Direxion Zacks MLP High Income Index Shares (ZMLP) in Q3 2019, closing a stake of 80 shares — an estimated $9K sold.

Destination Wealth Management first reported a position in ZMLP in Q2 2019 and held it in 1 quarter. The position peaked at $9K in Q2 2019. 20 funds tracked by Wall St. Rank hold ZMLP as of Q3 2019.

  • Destination Wealth Management reported no remaining Direxion Zacks MLP High Income Index Shares position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 80 Direxion Zacks MLP High Income Index Shares shares in Q3 2019, an estimated $9K.
  • Destination Wealth Management first reported a position in Direxion Zacks MLP High Income Index Shares in Q2 2019 and held it in 1 quarter.
  • Destination Wealth Management's Direxion Zacks MLP High Income Index Shares position peaked at $9K in Q2 2019.
  • 20 funds tracked by Wall St. Rank held Direxion Zacks MLP High Income Index Shares as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.