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Capital Advisors Ltd’s Maui Land & Pineapple Co MLP Stock Holding History

Capital Advisors Ltd’s Portfolio MLP Stock Details MLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-34
Closed -$1K – 1527
2025
Q1 		$1K Hold
34
– – ﹤0.01% 1225
2024
Q4 		$1K Hold
34
– – ﹤0.01% 1252
2024
Q3 		$1K Hold
34
– – ﹤0.01% 1244
2024
Q2 		$1K Hold
34
– – ﹤0.01% 1236
2024
Q1 		$1K Hold
34
– – ﹤0.01% 1224
2023
Q4 		$1K Buy
+34
New +$501 ﹤0.01% 1176

Other funds holding MLP

TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Advisors Ltd's MLP Position: Q2 2025 in Review

Capital Advisors Ltd sold out of Maui Land & Pineapple Co (MLP) in Q2 2025, closing a stake of 34 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in MLP in Q4 2023 and held it in 6 quarters. The position peaked at $1K in Q1 2025. 60 funds tracked by Wall St. Rank hold MLP as of Q2 2025.

  • Capital Advisors Ltd reported no remaining Maui Land & Pineapple Co position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 34 Maui Land & Pineapple Co shares in Q2 2025, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Maui Land & Pineapple Co in Q4 2023 and held it in 6 quarters.
  • Capital Advisors Ltd's Maui Land & Pineapple Co position peaked at $1K in Q1 2025.
  • 60 funds tracked by Wall St. Rank held Maui Land & Pineapple Co as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.