Creative Planning’s Maui Land & Pineapple Co MLP Stock Holding History

Creative Planning’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
2016 Q2	–	Sell	-500	Closed	-$3K	–	4451
2016 Q1	$3K	Hold	500	–	–	﹤0.01%	3819
2015 Q4	$3K	Buy	500 +300	+150%	+$1.61K	﹤0.01%	3916
2015 Q3	$1K	Buy	+200	New	+$1.06K	﹤0.01%	4115
2015 Q2	–	Sell	-200	Closed	-$1K	–	2251
2015 Q1	$1K	Hold	200	–	–	﹤0.01%	4050
2014 Q4	$1K	Hold	200	–	–	﹤0.01%	3988
2014 Q3	$1K	Hold	200	–	–	﹤0.01%	3844
2014 Q2	$1K	Hold	200	–	–	﹤0.01%	3649
2014 Q1	$1K	Hold	200	–	–	﹤0.01%	3510
2013 Q4	$1K	Hold	200	–	–	﹤0.01%	3217
2013 Q3	$1K	Hold	200	–	–	﹤0.01%	3101
2013 Q2	$1K	Buy	+200	New	+$847	﹤0.01%	2955

Other funds holding MLP

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's MLP Position: Q2 2016 in Review

Creative Planning sold out of Maui Land & Pineapple Co (MLP) in Q2 2016, closing a stake of 500 shares — an estimated $3K sold.

Creative Planning first reported a position in MLP in Q2 2013 and held it in 11 quarters. The position peaked at $3K in Q1 2016. 27 funds tracked by Wall St. Rank hold MLP as of Q2 2016.

Creative Planning reported no remaining Maui Land & Pineapple Co position as of Q2 2016 after selling out during the quarter.
Creative Planning sold 500 Maui Land & Pineapple Co shares in Q2 2016, an estimated $3K.
Creative Planning first reported a position in Maui Land & Pineapple Co in Q2 2013 and held it in 11 quarters.
Creative Planning's Maui Land & Pineapple Co position peaked at $3K in Q1 2016.
27 funds tracked by Wall St. Rank held Maui Land & Pineapple Co as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.