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Rockefeller Financial Services’s Dorchester Minerals DMLP Stock Holding History

Rockefeller Financial Services’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
2017
Q1 		– Sell
-1,250
Closed -$22K – 476
2016
Q4 		$22K Buy
+1,250
New +$20.5K ﹤0.01% 449

Other funds holding DMLP

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rockefeller Financial Services's DMLP Position: Q1 2017 in Review

Rockefeller Financial Services sold out of Dorchester Minerals (DMLP) in Q1 2017, closing a stake of 1,250 shares — an estimated $22K sold.

Rockefeller Financial Services first reported a position in DMLP in Q4 2016 and held it in 1 quarter. The position peaked at $22K in Q4 2016. 55 funds tracked by Wall St. Rank hold DMLP as of Q1 2017.

  • Rockefeller Financial Services reported no remaining Dorchester Minerals position as of Q1 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 1,250 Dorchester Minerals shares in Q1 2017, an estimated $22K.
  • Rockefeller Financial Services first reported a position in Dorchester Minerals in Q4 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Dorchester Minerals position peaked at $22K in Q4 2016.
  • 55 funds tracked by Wall St. Rank held Dorchester Minerals as of Q1 2017.

Based on Rockefeller Financial Services's 13F filing for Q1 2017, filed 28 Apr 2017.