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Optimum Investment Advisors’s Dorchester Minerals DMLP Stock Holding History

Optimum 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
2015
Q1 		$45K Hold
2,000
– – 0.01% 527
2014
Q4 		$51K Hold
2,000
– – 0.02% 497
2014
Q3 		$54K Hold
2,000
– – 0.02% 464
2014
Q2 		$61K Buy
+2,000
New +$55.9K 0.02% 438

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

Optimum Investment Advisors's DMLP Position: Q1 2015 in Review

Optimum Investment Advisors held its Dorchester Minerals (DMLP) position steady in Q1 2015 at 2,000 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #527.

Optimum Investment Advisors first reported a position in DMLP in Q2 2014 and has held it in 4 quarters since. The position peaked at $61K in Q2 2014. 74 funds tracked by Wall St. Rank hold DMLP as of Q1 2015.

  • Optimum Investment Advisors held 2,000 shares of Dorchester Minerals worth $45K as of Q1 2015.
  • Optimum Investment Advisors left its Dorchester Minerals share count unchanged in Q1 2015.
  • Dorchester Minerals made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #527 holding.
  • Optimum Investment Advisors first reported a position in Dorchester Minerals in Q2 2014 and has held it in 4 quarters since.
  • Optimum Investment Advisors's Dorchester Minerals position peaked at $61K in Q2 2014.
  • 74 funds tracked by Wall St. Rank held Dorchester Minerals as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.