HC Financial Advisors’s Dorchester Minerals DMLP Stock Holding History

HC Financial 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
2020 Q4	–	Sell	-635	Closed	-$7K	–	354
2020 Q3	$7K	Buy	+635	New	+$7.09K	0.01%	283

Other funds holding DMLP

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VEA

Virtus ETF Advisers New York $261M AUM 78.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HC Financial Advisors's DMLP Position: Q4 2020 in Review

HC Financial Advisors sold out of Dorchester Minerals (DMLP) in Q4 2020, closing a stake of 635 shares — an estimated $7K sold.

HC Financial Advisors first reported a position in DMLP in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 74 funds tracked by Wall St. Rank hold DMLP as of Q4 2020.

HC Financial Advisors reported no remaining Dorchester Minerals position as of Q4 2020 after selling out during the quarter.
HC Financial Advisors sold 635 Dorchester Minerals shares in Q4 2020, an estimated $7K.
HC Financial Advisors first reported a position in Dorchester Minerals in Q3 2020 and held it in 1 quarter.
HC Financial Advisors's Dorchester Minerals position peaked at $7K in Q3 2020.
74 funds tracked by Wall St. Rank held Dorchester Minerals as of Q4 2020.

Based on HC Financial Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.