DWM
ORM

Destination Wealth Management’s Owens Realty Mortgage, Inc. ORM Stock Holding History

Destination Wealth Management’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
2018
Q4 		– Sell
-5,000
Closed -$84K – 747
2018
Q3 		$84K Buy
+5,000
New +$84.1K ﹤0.01% 225

Other funds holding ORM

NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Destination Wealth Management's ORM Position: Q4 2018 in Review

Destination Wealth Management sold out of Owens Realty Mortgage, Inc. (ORM) in Q4 2018, closing a stake of 5,000 shares — an estimated $84K sold.

Destination Wealth Management first reported a position in ORM in Q3 2018 and held it in 1 quarter. The position peaked at $84K in Q3 2018. 39 funds tracked by Wall St. Rank hold ORM as of Q4 2018.

  • Destination Wealth Management reported no remaining Owens Realty Mortgage, Inc. position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 5,000 Owens Realty Mortgage, Inc. shares in Q4 2018, an estimated $84K.
  • Destination Wealth Management first reported a position in Owens Realty Mortgage, Inc. in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's Owens Realty Mortgage, Inc. position peaked at $84K in Q3 2018.
  • 39 funds tracked by Wall St. Rank held Owens Realty Mortgage, Inc. as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.