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Wealthcare Capital Management’s Dorchester Minerals DMLP Stock Holding History

Wealthcare Capital 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
2015
Q3 		– Sell
-150
Closed – – 283
2015
Q2 		$0 Sell
150
-630
-81% -$14.4K ﹤0.01% 513
2015
Q1 		$18K Buy
+780
New +$19.2K ﹤0.01% 419

Other funds holding DMLP

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
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
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
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthcare Capital Management's DMLP Position: Q3 2015 in Review

Wealthcare Capital Management sold out of Dorchester Minerals (DMLP) in Q3 2015, closing a stake of 150 shares.

Wealthcare Capital Management first reported a position in DMLP in Q1 2015 and held it in 2 quarters. The position peaked at $18K in Q1 2015. 67 funds tracked by Wall St. Rank hold DMLP as of Q3 2015.

  • Wealthcare Capital Management reported no remaining Dorchester Minerals position as of Q3 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 150 Dorchester Minerals shares in Q3 2015.
  • Wealthcare Capital Management first reported a position in Dorchester Minerals in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Dorchester Minerals position peaked at $18K in Q1 2015.
  • 67 funds tracked by Wall St. Rank held Dorchester Minerals as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.