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

Northwestern Mutual 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
2020 Q2	–	Sell	-145	Closed	-$6K	–	2802
2020 Q1	$6K	Buy	+145	New	+$11.1K	﹤0.01%	2046

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

Northwestern Mutual Wealth Management's ZMLP Position: Q2 2020 in Review

Northwestern Mutual Wealth Management sold out of Direxion Zacks MLP High Income Index Shares (ZMLP) in Q2 2020, closing a stake of 145 shares — an estimated $6K sold.

Northwestern Mutual Wealth Management first reported a position in ZMLP in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 16 funds tracked by Wall St. Rank hold ZMLP as of Q2 2020.

Northwestern Mutual Wealth Management reported no remaining Direxion Zacks MLP High Income Index Shares position as of Q2 2020 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 145 Direxion Zacks MLP High Income Index Shares shares in Q2 2020, an estimated $6K.
Northwestern Mutual Wealth Management first reported a position in Direxion Zacks MLP High Income Index Shares in Q1 2020 and held it in 1 quarter.
Northwestern Mutual Wealth Management's Direxion Zacks MLP High Income Index Shares position peaked at $6K in Q1 2020.
16 funds tracked by Wall St. Rank held Direxion Zacks MLP High Income Index Shares as of Q2 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.