GSC
ORM

Ground Swell Capital’s Owens Realty Mortgage, Inc. ORM Stock Holding History

Ground Swell Capital’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
2014
Q3 		$3K Buy
+178
New +$2.97K 0.01% 1804

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Ground Swell Capital's ORM Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Owens Realty Mortgage, Inc. (ORM) in Q3 2014: 178 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #1804 among its holdings.

40 funds tracked by Wall St. Rank hold ORM as of Q3 2014.

  • Ground Swell Capital held 178 shares of Owens Realty Mortgage, Inc. worth $3K as of Q3 2014.
  • Owens Realty Mortgage, Inc. was a new Ground Swell Capital position in Q3 2014.
  • Owens Realty Mortgage, Inc. made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1804 holding.
  • 40 funds tracked by Wall St. Rank held Owens Realty Mortgage, Inc. as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.