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Advocacy Wealth Management Services’s Dorchester Minerals DMLP Stock Holding History

Advocacy Wealth Management Services’s Portfolio DMLP Stock Details DMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$191K Sell
7,975
-750
-9% -$18.2K 0.52% 41
2013
Q2 		$214K Buy
+8,725
New +$211K 0.85% 34

Other funds holding DMLP

LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWP
Private Wealth Partners Mill Valley, California $1.4B AUM 36.82% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Advocacy Wealth Management Services's DMLP Position: Q3 2013 in Review

Advocacy Wealth Management Services reduced its Dorchester Minerals (DMLP) stake by 8.6% in Q3 2013, selling an estimated $18.2K and leaving 7,975 shares worth $191K. The position accounts for 0.52% of the portfolio, ranked #41.

Advocacy Wealth Management Services first reported a position in DMLP in Q2 2013 and has held it in 2 quarters since. The position peaked at $214K in Q2 2013. 61 funds tracked by Wall St. Rank hold DMLP as of Q3 2013.

  • Advocacy Wealth Management Services held 7,975 shares of Dorchester Minerals worth $191K as of Q3 2013.
  • Advocacy Wealth Management Services sold 750 Dorchester Minerals shares in Q3 2013, an estimated $18.2K.
  • Dorchester Minerals made up 0.52% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #41 holding.
  • Advocacy Wealth Management Services first reported a position in Dorchester Minerals in Q2 2013 and has held it in 2 quarters since.
  • Advocacy Wealth Management Services's Dorchester Minerals position peaked at $214K in Q2 2013.
  • 61 funds tracked by Wall St. Rank held Dorchester Minerals as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.