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B. Riley Wealth Advisors’s Dorchester Minerals DMLP Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-5,820
Closed -$149K – 909
2014
Q4 		$149K Buy
+5,820
New +$154K ﹤0.01% 1523
2014
Q3 		– Sell
-285
Closed -$8.7K – 933
2014
Q2 		$8.7K Buy
+285
New +$7.96K ﹤0.01% 1839

Other funds holding DMLP

NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

B. Riley Wealth Advisors's DMLP Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Dorchester Minerals (DMLP) in Q1 2015, closing a stake of 5,820 shares — an estimated $149K sold.

B. Riley Wealth Advisors first reported a position in DMLP in Q2 2014 and held it in 2 quarters. The position peaked at $149K in Q4 2014. 74 funds tracked by Wall St. Rank hold DMLP as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Dorchester Minerals position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,820 Dorchester Minerals shares in Q1 2015, an estimated $149K.
  • B. Riley Wealth Advisors first reported a position in Dorchester Minerals in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Dorchester Minerals position peaked at $149K in Q4 2014.
  • 74 funds tracked by Wall St. Rank held Dorchester Minerals as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.