QCIG
ZMLP

Quad-Cities Investment Group’s Direxion Zacks MLP High Income Index Shares ZMLP Stock Holding History

Quad-Cities Investment 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
-63
Closed -$7K – 807
2019
Q3 		$7K Hold
63
– – 0.01% 662
2019
Q2 		$7K Buy
63
+25
+66% +$2.74K 0.01% 668
2019
Q1 		$4K Buy
+38
New +$4.11K ﹤0.01% 721

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

Quad-Cities Investment Group's ZMLP Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Direxion Zacks MLP High Income Index Shares (ZMLP) in Q4 2019, closing a stake of 63 shares — an estimated $7K sold.

Quad-Cities Investment Group first reported a position in ZMLP in Q1 2019 and held it in 3 quarters. The position peaked at $7K in Q3 2019. 15 funds tracked by Wall St. Rank hold ZMLP as of Q4 2019.

  • Quad-Cities Investment Group reported no remaining Direxion Zacks MLP High Income Index Shares position as of Q4 2019 after selling out during the quarter.
  • Quad-Cities Investment Group sold 63 Direxion Zacks MLP High Income Index Shares shares in Q4 2019, an estimated $7K.
  • Quad-Cities Investment Group first reported a position in Direxion Zacks MLP High Income Index Shares in Q1 2019 and held it in 3 quarters.
  • Quad-Cities Investment Group's Direxion Zacks MLP High Income Index Shares position peaked at $7K in Q3 2019.
  • 15 funds tracked by Wall St. Rank held Direxion Zacks MLP High Income Index Shares as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.