Alpine Woods Capital Investors’s Owens Realty Mortgage, Inc. ORM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-15,000
Closed -$201K 475
2015
Q4
$201K Buy
15,000
+1,000
+7% +$13.8K 0.01% 423
2015
Q3
$193K Buy
14,000
+1,000
+8% +$14.3K 0.01% 446
2015
Q2
$195K Buy
+13,000
New +$181K 0.01% 436

Other funds holding ORM

Alpine Woods Capital Investors's ORM Position: Q1 2016 in Review

Alpine Woods Capital Investors sold out of Owens Realty Mortgage, Inc. (ORM) in Q1 2016, closing a stake of 15,000 shares — an estimated $201K sold.

Alpine Woods Capital Investors first reported a position in ORM in Q2 2015 and held it in 3 quarters. The position peaked at $201K in Q4 2015. 42 funds tracked by Wall St. Rank hold ORM as of Q1 2016.

  • Alpine Woods Capital Investors reported no remaining Owens Realty Mortgage, Inc. position as of Q1 2016 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 15,000 Owens Realty Mortgage, Inc. shares in Q1 2016, an estimated $201K.
  • Alpine Woods Capital Investors first reported a position in Owens Realty Mortgage, Inc. in Q2 2015 and held it in 3 quarters.
  • Alpine Woods Capital Investors's Owens Realty Mortgage, Inc. position peaked at $201K in Q4 2015.
  • 42 funds tracked by Wall St. Rank held Owens Realty Mortgage, Inc. as of Q1 2016.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2016, filed 9 May 2016.