Ellevest Inc’s Maui Land & Pineapple Co MLP Stock Holding History

Ellevest Inc’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
2021 Q1	–	Sell	-27	Closed	–	–	1317
2020 Q4	$0	Buy	+27	New	+$307	﹤0.01%	1287

Other funds holding MLP

TCMG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Ellevest Inc's MLP Position: Q1 2021 in Review

Ellevest Inc sold out of Maui Land & Pineapple Co (MLP) in Q1 2021, closing a stake of 27 shares.

Ellevest Inc first reported a position in MLP in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 48 funds tracked by Wall St. Rank hold MLP as of Q1 2021.

Ellevest Inc reported no remaining Maui Land & Pineapple Co position as of Q1 2021 after selling out during the quarter.
Ellevest Inc sold 27 Maui Land & Pineapple Co shares in Q1 2021.
Ellevest Inc first reported a position in Maui Land & Pineapple Co in Q4 2020 and held it in 1 quarter.
Ellevest Inc's Maui Land & Pineapple Co position peaked at $0 in Q4 2020.
48 funds tracked by Wall St. Rank held Maui Land & Pineapple Co as of Q1 2021.

Based on Ellevest Inc's 13F filing for Q1 2021, filed 3 May 2021.