SF
ZMLP

Symphony Financial’s Direxion Zacks MLP High Income Index Shares ZMLP Stock Holding History

Symphony Financial’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
Q3 		– Sell
-9,371
Closed -$506K – 162
2020
Q2 		$506K Buy
9,371
+1,542
+20% +$83.3K 0.24% 76
2020
Q1 		$282K Buy
+7,829
New +$600K 0.19% 74

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Symphony Financial's ZMLP Position: Q3 2020 in Review

Symphony Financial sold out of Direxion Zacks MLP High Income Index Shares (ZMLP) in Q3 2020, closing a stake of 9,371 shares — an estimated $506K sold.

Symphony Financial first reported a position in ZMLP in Q1 2020 and held it in 2 quarters. The position peaked at $506K in Q2 2020. 20 funds tracked by Wall St. Rank hold ZMLP as of Q3 2020.

  • Symphony Financial reported no remaining Direxion Zacks MLP High Income Index Shares position as of Q3 2020 after selling out during the quarter.
  • Symphony Financial sold 9,371 Direxion Zacks MLP High Income Index Shares shares in Q3 2020, an estimated $506K.
  • Symphony Financial first reported a position in Direxion Zacks MLP High Income Index Shares in Q1 2020 and held it in 2 quarters.
  • Symphony Financial's Direxion Zacks MLP High Income Index Shares position peaked at $506K in Q2 2020.
  • 20 funds tracked by Wall St. Rank held Direxion Zacks MLP High Income Index Shares as of Q3 2020.

Based on Symphony Financial's 13F filing for Q3 2020, filed 9 Oct 2020.