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SFMG Wealth Advisors’s Dorchester Minerals DMLP Stock Holding History

SFMG Wealth 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
Q2 		– Sell
-9,887
Closed -$225K – 130
2015
Q1 		$225K Buy
+9,887
New +$244K 0.02% 160

Other funds holding DMLP

NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 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
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
SCVF
Small Cap Value Fund Dallas, Texas $538M AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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

SFMG Wealth Advisors's DMLP Position: Q2 2015 in Review

SFMG Wealth Advisors sold out of Dorchester Minerals (DMLP) in Q2 2015, closing a stake of 9,887 shares — an estimated $225K sold.

SFMG Wealth Advisors first reported a position in DMLP in Q1 2015 and held it in 1 quarter. The position peaked at $225K in Q1 2015. 70 funds tracked by Wall St. Rank hold DMLP as of Q2 2015.

  • SFMG Wealth Advisors reported no remaining Dorchester Minerals position as of Q2 2015 after selling out during the quarter.
  • SFMG Wealth Advisors sold 9,887 Dorchester Minerals shares in Q2 2015, an estimated $225K.
  • SFMG Wealth Advisors first reported a position in Dorchester Minerals in Q1 2015 and held it in 1 quarter.
  • SFMG Wealth Advisors's Dorchester Minerals position peaked at $225K in Q1 2015.
  • 70 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2015.

Based on SFMG Wealth Advisors's 13F filing for Q2 2015, filed 12 Aug 2015.