IWMPD
ORM

Integrated Wealth Management (Palm Desert)’s Owens Realty Mortgage, Inc. ORM Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q3 		– Sell
-3,443
Closed -$52K – 1424
2015
Q2 		$52K Buy
+3,443
New +$47.8K 0.02% 391

Other funds holding ORM

NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ORM Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Owens Realty Mortgage, Inc. (ORM) in Q3 2015, closing a stake of 3,443 shares — an estimated $52K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ORM in Q2 2015 and held it in 1 quarter. The position peaked at $52K in Q2 2015. 33 funds tracked by Wall St. Rank hold ORM as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Owens Realty Mortgage, Inc. position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 3,443 Owens Realty Mortgage, Inc. shares in Q3 2015, an estimated $52K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Owens Realty Mortgage, Inc. in Q2 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Owens Realty Mortgage, Inc. position peaked at $52K in Q2 2015.
  • 33 funds tracked by Wall St. Rank held Owens Realty Mortgage, Inc. as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.