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SWM
Segment Wealth Management’s
Dorchester Minerals
DMLP
Stock Holding History
Segment Wealth Management’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
2018
Q4
–
Sell
-20,000
Closed
-$408K
–
192
2018
Q3
$408K
Hold
20,000
–
–
0.09%
143
2018
Q2
$412K
Hold
20,000
–
–
0.1%
138
2018
Q1
$322K
Hold
20,000
–
–
0.08%
146
2017
Q4
$304K
Hold
20,000
–
–
0.07%
157
2017
Q3
$301K
Buy
20,000
+10,000
+100%
+$147K
0.08%
152
2017
Q2
$145K
Hold
10,000
–
–
0.04%
207
2017
Q1
$172K
Hold
10,000
–
–
0.06%
178
2016
Q4
$176K
Hold
10,000
–
–
0.06%
171
2016
Q3
$154K
Hold
10,000
–
–
0.06%
157
2016
Q2
$144K
Sell
10,000
-10,000
-50%
-$133K
0.06%
150
2016
Q1
$228K
Hold
20,000
–
–
0.09%
130
2015
Q4
$198K
Hold
20,000
–
–
0.08%
153
2015
Q3
$289K
Hold
20,000
–
–
0.11%
124
2015
Q2
$428K
Hold
20,000
–
–
0.15%
102
2015
Q1
$455K
Hold
20,000
–
–
0.15%
105
2014
Q4
$511K
Hold
20,000
–
–
0.2%
86
2014
Q3
$591K
Hold
20,000
–
–
0.23%
87
2014
Q2
$611K
Hold
20,000
–
–
0.24%
94
2014
Q1
$524K
Hold
20,000
–
–
0.24%
88
2013
Q4
$520K
Hold
20,000
–
–
0.26%
86
2013
Q3
$478K
Hold
20,000
–
–
0.26%
87
2013
Q2
$490K
Buy
+20,000
New
+$483K
0.29%
81
Other funds holding DMLP
SCM
SCW Capital Management
Dallas, Texas
$44M AUM
39.16%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
AAA
Adams Asset Advisors
Dallas, Texas
$882M AUM
42%
1-Year Est. Return
JG
Jefferies Group
New York
$3.42B AUM
6.2%
1-Year Est. Return
DIM
Delta Investment Management
San Francisco, California
$559M AUM
19.86%
1-Year Est. Return
HCM
Hamlin Capital Management
New York
$4.45B AUM
22.95%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
AI
ArchPoint Investors
Coral Gables, Florida
$420M AUM
42.19%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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