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Integrated Wealth Counsel’s Dorchester Minerals DMLP Stock Holding History

Integrated Wealth Counsel’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
Q4 		– Sell
-1,000
Closed -$14K – 77
2015
Q3 		$14K Buy
+1,000
New +$16.4K 0.02% 69

Other funds holding DMLP

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 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
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Integrated Wealth Counsel's DMLP Position: Q4 2015 in Review

Integrated Wealth Counsel sold out of Dorchester Minerals (DMLP) in Q4 2015, closing a stake of 1,000 shares — an estimated $14K sold.

Integrated Wealth Counsel first reported a position in DMLP in Q3 2015 and held it in 1 quarter. The position peaked at $14K in Q3 2015. 61 funds tracked by Wall St. Rank hold DMLP as of Q4 2015.

  • Integrated Wealth Counsel reported no remaining Dorchester Minerals position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Counsel sold 1,000 Dorchester Minerals shares in Q4 2015, an estimated $14K.
  • Integrated Wealth Counsel first reported a position in Dorchester Minerals in Q3 2015 and held it in 1 quarter.
  • Integrated Wealth Counsel's Dorchester Minerals position peaked at $14K in Q3 2015.
  • 61 funds tracked by Wall St. Rank held Dorchester Minerals as of Q4 2015.

Based on Integrated Wealth Counsel's 13F filing for Q4 2015, filed 28 Jan 2016.