Jones Financial Companies
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Jones Financial Companies’s Maui Land & Pineapple Co MLP Stock Holding History

Jones Financial Companies’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
2024
Q4 		– Sell
-360
Closed -$7.66K – 3470
2024
Q3 		$7.66K Hold
360
– – ﹤0.01% 2313
2024
Q2 		$7.94K Buy
+360
New +$7.42K ﹤0.01% 1824

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

Jones Financial Companies's MLP Position: Q4 2024 in Review

Jones Financial Companies sold out of Maui Land & Pineapple Co (MLP) in Q4 2024, closing a stake of 360 shares — an estimated $7.66K sold.

Jones Financial Companies first reported a position in MLP in Q2 2024 and held it in 2 quarters. The position peaked at $7.94K in Q2 2024. 58 funds tracked by Wall St. Rank hold MLP as of Q4 2024.

  • Jones Financial Companies reported no remaining Maui Land & Pineapple Co position as of Q4 2024 after selling out during the quarter.
  • Jones Financial Companies sold 360 Maui Land & Pineapple Co shares in Q4 2024, an estimated $7.66K.
  • Jones Financial Companies first reported a position in Maui Land & Pineapple Co in Q2 2024 and held it in 2 quarters.
  • Jones Financial Companies's Maui Land & Pineapple Co position peaked at $7.94K in Q2 2024.
  • 58 funds tracked by Wall St. Rank held Maui Land & Pineapple Co as of Q4 2024.

Based on Jones Financial Companies's 13F filing for Q4 2024, filed 6 Feb 2025.