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WFG Advisors’s Dorchester Minerals DMLP Stock Holding History

WFG 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
2017
Q2 		– Sell
-900
Closed -$15K – 1574
2017
Q1 		$15K Buy
+900
New +$15.5K ﹤0.01% 956
2016
Q4 		– Sell
-2,900
Closed -$45K – 1592
2016
Q3 		$45K Buy
2,900
+400
+16% +$6.02K 0.01% 738
2016
Q2 		$36K Hold
2,500
– – 0.01% 776
2016
Q1 		$28K Hold
2,500
– – 0.01% 805
2015
Q4 		$25K Sell
2,500
-285
-10% -$3.77K 0.01% 834
2015
Q3 		$40K Sell
2,785
-333
-11% -$5.47K 0.01% 706
2015
Q2 		$67K Buy
3,118
+8
+0.3% +$183 0.02% 644
2015
Q1 		$71K Buy
3,110
+337
+12% +$8.31K 0.02% 635
2014
Q4 		$71K Buy
2,773
+4
+0.1% +$106 0.01% 751
2014
Q3 		$82K Buy
2,769
+4
+0.1% +$130 0.02% 729
2014
Q2 		$84K Buy
2,765
+5
+0.2% +$140 0.02% 716
2014
Q1 		$72K Buy
2,760
+5
+0.2% +$127 0.01% 758
2013
Q4 		$72K Buy
2,755
+4
+0.1% +$98 0.01% 868
2013
Q3 		$66K Buy
2,751
+4
+0.1% +$97 0.01% 821
2013
Q2 		$67K Buy
+2,747
New +$66.3K 0.01% 779

Other funds holding DMLP

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WFG Advisors's DMLP Position: Q2 2017 in Review

WFG Advisors sold out of Dorchester Minerals (DMLP) in Q2 2017, closing a stake of 900 shares — an estimated $15K sold.

WFG Advisors first reported a position in DMLP in Q2 2013 and held it in 15 quarters. The position peaked at $84K in Q2 2014. 58 funds tracked by Wall St. Rank hold DMLP as of Q2 2017.

  • WFG Advisors reported no remaining Dorchester Minerals position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 900 Dorchester Minerals shares in Q2 2017, an estimated $15K.
  • WFG Advisors first reported a position in Dorchester Minerals in Q2 2013 and held it in 15 quarters.
  • WFG Advisors's Dorchester Minerals position peaked at $84K in Q2 2014.
  • 58 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.