VFA
DMLP icon

Valeo Financial Advisors’s Dorchester Minerals DMLP Stock Holding History

Valeo Financial 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
2020
Q1 		– Sell
-100
Closed -$2K – 1814
2019
Q4 		$2K Buy
+100
New +$1.79K ﹤0.01% 1442

Other funds holding DMLP

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valeo Financial Advisors's DMLP Position: Q1 2020 in Review

Valeo Financial Advisors sold out of Dorchester Minerals (DMLP) in Q1 2020, closing a stake of 100 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in DMLP in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 72 funds tracked by Wall St. Rank hold DMLP as of Q1 2020.

  • Valeo Financial Advisors reported no remaining Dorchester Minerals position as of Q1 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 100 Dorchester Minerals shares in Q1 2020, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Dorchester Minerals in Q4 2019 and held it in 1 quarter.
  • Valeo Financial Advisors's Dorchester Minerals position peaked at $2K in Q4 2019.
  • 72 funds tracked by Wall St. Rank held Dorchester Minerals as of Q1 2020.

Based on Valeo Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.