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

Private Capital 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	-16	Closed	-$2K	–	2277
2019 Q3	$2K	Sell	16 -15	-48%	-$1.59K	﹤0.01%	1955
2019 Q2	$4K	Hold	31	–	–	﹤0.01%	1751
2019 Q1	$3K	Hold	31	–	–	﹤0.01%	1849
2018 Q4	$3K	Hold	31	–	–	﹤0.01%	1816
2018 Q3	$3K	Hold	31	–	–	﹤0.01%	1892
2018 Q2	$3K	Sell	31 -20	-39%	-$2.38K	﹤0.01%	1841
2018 Q1	$6K	Buy	51 +35	+219%	+$4.5K	﹤0.01%	1564
2017 Q4	$4	Buy	+16	New	+$2.06K	﹤0.01%	1723

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

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

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 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 New York $871B AUM 31.28% 1-Year Est. Return

Private Capital Group's ZMLP Position: Q4 2019 in Review

Private Capital Group sold out of Direxion Zacks MLP High Income Index Shares (ZMLP) in Q4 2019, closing a stake of 16 shares — an estimated $2K sold.

Private Capital Group first reported a position in ZMLP in Q4 2017 and held it in 8 quarters. The position peaked at $6K in Q1 2018. 15 funds tracked by Wall St. Rank hold ZMLP as of Q4 2019.

Private Capital Group reported no remaining Direxion Zacks MLP High Income Index Shares position as of Q4 2019 after selling out during the quarter.
Private Capital Group sold 16 Direxion Zacks MLP High Income Index Shares shares in Q4 2019, an estimated $2K.
Private Capital Group first reported a position in Direxion Zacks MLP High Income Index Shares in Q4 2017 and held it in 8 quarters.
Private Capital Group's Direxion Zacks MLP High Income Index Shares position peaked at $6K in Q1 2018.
15 funds tracked by Wall St. Rank held Direxion Zacks MLP High Income Index Shares as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.