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First Foundation Advisors’s Maui Land & Pineapple Co MLP Stock Holding History

First Foundation Advisors’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
Q3 		– Sell
-25,000
Closed -$268K – 461
2021
Q2 		$268K Buy
+25,000
New +$274K 0.01% 383

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
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Foundation Advisors's MLP Position: Q3 2021 in Review

First Foundation Advisors sold out of Maui Land & Pineapple Co (MLP) in Q3 2021, closing a stake of 25,000 shares — an estimated $268K sold.

First Foundation Advisors first reported a position in MLP in Q2 2021 and held it in 1 quarter. The position peaked at $268K in Q2 2021. 33 funds tracked by Wall St. Rank hold MLP as of Q3 2021.

  • First Foundation Advisors reported no remaining Maui Land & Pineapple Co position as of Q3 2021 after selling out during the quarter.
  • First Foundation Advisors sold 25,000 Maui Land & Pineapple Co shares in Q3 2021, an estimated $268K.
  • First Foundation Advisors first reported a position in Maui Land & Pineapple Co in Q2 2021 and held it in 1 quarter.
  • First Foundation Advisors's Maui Land & Pineapple Co position peaked at $268K in Q2 2021.
  • 33 funds tracked by Wall St. Rank held Maui Land & Pineapple Co as of Q3 2021.

Based on First Foundation Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.