RWB
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RMR Wealth Builders’s Dorchester Minerals DMLP Stock Holding History

RMR Wealth Builders’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
Q3 		– Sell
-1,000
Closed -$13K – 288
2020
Q2 		$13K Buy
+1,000
New +$11.4K 0.01% 333
2019
Q4 		$20K Buy
+1,000
New +$17.9K 0.02% 309

Other funds holding DMLP

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $261M AUM 78.99% 1-Year Est. Return

RMR Wealth Builders's DMLP Position: Q3 2020 in Review

RMR Wealth Builders sold out of Dorchester Minerals (DMLP) in Q3 2020, closing a stake of 1,000 shares — an estimated $13K sold.

RMR Wealth Builders first reported a position in DMLP in Q4 2019 and held it in 2 quarters. The position peaked at $20K in Q4 2019. 72 funds tracked by Wall St. Rank hold DMLP as of Q3 2020.

  • RMR Wealth Builders reported no remaining Dorchester Minerals position as of Q3 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 1,000 Dorchester Minerals shares in Q3 2020, an estimated $13K.
  • RMR Wealth Builders first reported a position in Dorchester Minerals in Q4 2019 and held it in 2 quarters.
  • RMR Wealth Builders's Dorchester Minerals position peaked at $20K in Q4 2019.
  • 72 funds tracked by Wall St. Rank held Dorchester Minerals as of Q3 2020.

Based on RMR Wealth Builders's 13F filing for Q3 2020, filed 13 Nov 2020.