DA
ORM

Denali Advisors’s Owens Realty Mortgage, Inc. ORM Stock Holding History

Denali Advisors’s Portfolio ORM Stock Details ORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-100
Closed -$2K – 308
2017
Q1 		$2K Buy
+100
New +$1.73K ﹤0.01% 242

Other funds holding ORM

FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Sorin Capital Management Stamford, Connecticut $202M AUM 2.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Denali Advisors's ORM Position: Q2 2017 in Review

Denali Advisors sold out of Owens Realty Mortgage, Inc. (ORM) in Q2 2017, closing a stake of 100 shares — an estimated $2K sold.

Denali Advisors first reported a position in ORM in Q1 2017 and held it in 1 quarter. The position peaked at $2K in Q1 2017. 58 funds tracked by Wall St. Rank hold ORM as of Q2 2017.

  • Denali Advisors reported no remaining Owens Realty Mortgage, Inc. position as of Q2 2017 after selling out during the quarter.
  • Denali Advisors sold 100 Owens Realty Mortgage, Inc. shares in Q2 2017, an estimated $2K.
  • Denali Advisors first reported a position in Owens Realty Mortgage, Inc. in Q1 2017 and held it in 1 quarter.
  • Denali Advisors's Owens Realty Mortgage, Inc. position peaked at $2K in Q1 2017.
  • 58 funds tracked by Wall St. Rank held Owens Realty Mortgage, Inc. as of Q2 2017.

Based on Denali Advisors's 13F filing for Q2 2017, filed 14 Jul 2017.