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Pinnacle Wealth Planning Services’s Maui Land & Pineapple Co MLP Stock Holding History

Pinnacle Wealth Planning Services’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
-73
Closed -$1K – 1310
2020
Q4 		$1K Buy
+73
New +$831 ﹤0.01% 2137

Other funds holding MLP

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V
ValueWorks New York $367M AUM 59.38% 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
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's MLP Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Maui Land & Pineapple Co (MLP) in Q1 2021, closing a stake of 73 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in MLP in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 48 funds tracked by Wall St. Rank hold MLP as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Maui Land & Pineapple Co position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 73 Maui Land & Pineapple Co shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in Maui Land & Pineapple Co in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Maui Land & Pineapple Co position peaked at $1K in Q4 2020.
  • 48 funds tracked by Wall St. Rank held Maui Land & Pineapple Co as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.