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Stratos Wealth Partners’s Dorchester Minerals DMLP Stock Holding History

Stratos Wealth Partners’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
-221
Closed -$5K – 1209
2018
Q3 		$5K Buy
+221
New +$4.19K ﹤0.01% 2440
2018
Q2 		– Sell
-221
Closed -$4K – 1347
2018
Q1 		$4K Hold
221
– – ﹤0.01% 2670
2017
Q4 		$3K Buy
+221
New +$3.29K ﹤0.01% 2504

Other funds holding DMLP

SCM
SCW Capital Management Dallas, Texas $44M AUM 39.16% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stratos Wealth Partners's DMLP Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Dorchester Minerals (DMLP) in Q4 2018, closing a stake of 221 shares — an estimated $5K sold.

Stratos Wealth Partners first reported a position in DMLP in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 65 funds tracked by Wall St. Rank hold DMLP as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Dorchester Minerals position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 221 Dorchester Minerals shares in Q4 2018, an estimated $5K.
  • Stratos Wealth Partners first reported a position in Dorchester Minerals in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Dorchester Minerals position peaked at $5K in Q3 2018.
  • 65 funds tracked by Wall St. Rank held Dorchester Minerals as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.