Capital Directions Investment Advisors’s Dorchester Minerals DMLP Stock Holding History

Capital Directions Investment 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
2021 Q4	–	Sell	-4,693	Closed	-$90K	–	102
2021 Q3	$90K	Hold	4,693	–	–	0.03%	96
2021 Q2	$79K	Buy	+4,693	New	+$71.5K	0.02%	96
2021 Q1	–	Sell	-4,693	Closed	-$51K	–	226
2020 Q4	$51K	Hold	4,693	–	–	0.02%	113
2020 Q3	$48K	Hold	4,693	–	–	0.02%	112
2020 Q2	$60K	Hold	4,693	–	–	0.02%	98
2020 Q1	$44K	Hold	4,693	–	–	0.02%	115
2019 Q4	$92K	Hold	4,693	–	–	0.03%	94
2019 Q3	$88K	Buy	+4,693	New	+$86.2K	0.03%	90

Other funds holding DMLP

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return

MIM

Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

GIM

Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return

Capital Directions Investment Advisors's DMLP Position: Q4 2021 in Review

Capital Directions Investment Advisors sold out of Dorchester Minerals (DMLP) in Q4 2021, closing a stake of 4,693 shares — an estimated $90K sold.

Capital Directions Investment Advisors first reported a position in DMLP in Q3 2019 and held it in 8 quarters. The position peaked at $92K in Q4 2019. 75 funds tracked by Wall St. Rank hold DMLP as of Q4 2021.

Capital Directions Investment Advisors reported no remaining Dorchester Minerals position as of Q4 2021 after selling out during the quarter.
Capital Directions Investment Advisors sold 4,693 Dorchester Minerals shares in Q4 2021, an estimated $90K.
Capital Directions Investment Advisors first reported a position in Dorchester Minerals in Q3 2019 and held it in 8 quarters.
Capital Directions Investment Advisors's Dorchester Minerals position peaked at $92K in Q4 2019.
75 funds tracked by Wall St. Rank held Dorchester Minerals as of Q4 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.