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Chessman Wealth Strategies RIA’s Dorchester Minerals DMLP Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-1,207
Closed -$25K – 60
2018
Q3 		$25K Buy
+1,207
New +$22.9K 0.02% 83

Other funds holding DMLP

SCM
SCW Capital Management Dallas, Texas $44M AUM 39.16% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Chessman Wealth Strategies RIA's DMLP Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Dorchester Minerals (DMLP) in Q4 2018, closing a stake of 1,207 shares — an estimated $25K sold.

Chessman Wealth Strategies RIA first reported a position in DMLP in Q3 2018 and held it in 1 quarter. The position peaked at $25K in Q3 2018. 65 funds tracked by Wall St. Rank hold DMLP as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Dorchester Minerals position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 1,207 Dorchester Minerals shares in Q4 2018, an estimated $25K.
  • Chessman Wealth Strategies RIA first reported a position in Dorchester Minerals in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Dorchester Minerals position peaked at $25K in Q3 2018.
  • 65 funds tracked by Wall St. Rank held Dorchester Minerals as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.