Gemmer Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-982
| Closed | -$18K | – | 1458 |
|
|
2018
Q4 | $18K | Hold |
982
| – | – | 0.01% | 403 |
|
|
2018
Q3 | $17K | Hold |
982
| – | – | 0.01% | 472 |
|
|
2018
Q2 | $16K | Hold |
982
| – | – | 0.01% | 510 |
|
|
2018
Q1 | $14K | Hold |
982
| – | – | ﹤0.01% | 552 |
|
|
2017
Q4 | $16K | Hold |
982
| – | – | 0.01% | 533 |
|
|
2017
Q3 | $18K | Hold |
982
| – | – | 0.01% | 426 |
|
|
2017
Q2 | $17K | Hold |
982
| – | – | 0.01% | 432 |
|
|
2017
Q1 | $17K | Hold |
982
| – | – | 0.01% | 417 |
|
|
2016
Q4 | $18K | Hold |
982
| – | – | 0.01% | 374 |
|
|
2016
Q3 | $17K | Hold |
982
| – | – | 0.01% | 391 |
|
|
2016
Q2 | $16K | Hold |
982
| – | – | 0.01% | 386 |
|
|
2016
Q1 | $15K | Hold |
982
| – | – | 0.01% | 412 |
|
|
2015
Q4 | $13K | Sell |
982
-901
| -48% | -$12.4K | 0.01% | 462 |
|
|
2015
Q3 | $26K | Buy |
1,883
+901
| +92% | +$12.9K | 0.02% | 261 |
|
|
2015
Q2 | $15K | Hold |
982
| – | – | 0.01% | 429 |
|
|
2015
Q1 | $15K | Sell |
982
-981
| -50% | -$13.6K | 0.01% | 454 |
|
|
2014
Q4 | $29K | Sell |
1,963
-6,049
| -75% | -$89.8K | 0.02% | 249 |
|
|
2014
Q3 | $114K | Buy |
8,012
+901
| +13% | +$15K | 0.08% | 104 |
|
|
2014
Q2 | $138K | Hold |
7,111
| – | – | 0.09% | 87 |
|
|
2014
Q1 | $105K | Buy |
+7,111
| New | +$103K | 0.07% | 104 |
|
Other funds holding ORM
Gemmer Asset Management's ORM Position: Q1 2019 in Review
Gemmer Asset Management sold out of Owens Realty Mortgage, Inc. (ORM) in Q1 2019, closing a stake of 982 shares — an estimated $18K sold.
Gemmer Asset Management first reported a position in ORM in Q1 2014 and held it in 20 quarters. The position peaked at $138K in Q2 2014. 1 fund tracked by Wall St. Rank holds ORM as of Q1 2019.
- Gemmer Asset Management reported no remaining Owens Realty Mortgage, Inc. position as of Q1 2019 after selling out during the quarter.
- Gemmer Asset Management sold 982 Owens Realty Mortgage, Inc. shares in Q1 2019, an estimated $18K.
- Gemmer Asset Management first reported a position in Owens Realty Mortgage, Inc. in Q1 2014 and held it in 20 quarters.
- Gemmer Asset Management's Owens Realty Mortgage, Inc. position peaked at $138K in Q2 2014.
- 1 fund tracked by Wall St. Rank held Owens Realty Mortgage, Inc. as of Q1 2019.
Based on Gemmer Asset Management's 13F filing for Q1 2019, filed 17 Apr 2019.