HIM
ORM

Hillsdale Investment Management’s Owens Realty Mortgage, Inc. ORM Stock Holding History

Hillsdale Investment 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
2016
Q4 		– Sell
-14,800
Closed -$256K – 574
2016
Q3 		$256K Buy
+14,800
New +$248K 0.07% 283

Other funds holding ORM

FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
WVP
Worth Venture Partners Fort Lee, New Jersey $44.3M AUM 34.55% 1-Year Est. Return

Hillsdale Investment Management's ORM Position: Q4 2016 in Review

Hillsdale Investment Management sold out of Owens Realty Mortgage, Inc. (ORM) in Q4 2016, closing a stake of 14,800 shares — an estimated $256K sold.

Hillsdale Investment Management first reported a position in ORM in Q3 2016 and held it in 1 quarter. The position peaked at $256K in Q3 2016. 59 funds tracked by Wall St. Rank hold ORM as of Q4 2016.

  • Hillsdale Investment Management reported no remaining Owens Realty Mortgage, Inc. position as of Q4 2016 after selling out during the quarter.
  • Hillsdale Investment Management sold 14,800 Owens Realty Mortgage, Inc. shares in Q4 2016, an estimated $256K.
  • Hillsdale Investment Management first reported a position in Owens Realty Mortgage, Inc. in Q3 2016 and held it in 1 quarter.
  • Hillsdale Investment Management's Owens Realty Mortgage, Inc. position peaked at $256K in Q3 2016.
  • 59 funds tracked by Wall St. Rank held Owens Realty Mortgage, Inc. as of Q4 2016.

Based on Hillsdale Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.