KACA
ORM

Kayne Anderson Capital Advisors’s Owens Realty Mortgage, Inc. ORM Stock Holding History

Kayne Anderson Capital Advisors’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
2017
Q1 		– Sell
-15,618
Closed -$289K – 93
2016
Q4 		$289K Buy
+15,618
New +$281K ﹤0.01% 94

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

Kayne Anderson Capital Advisors's ORM Position: Q1 2017 in Review

Kayne Anderson Capital Advisors sold out of Owens Realty Mortgage, Inc. (ORM) in Q1 2017, closing a stake of 15,618 shares — an estimated $289K sold.

Kayne Anderson Capital Advisors first reported a position in ORM in Q4 2016 and held it in 1 quarter. The position peaked at $289K in Q4 2016. 61 funds tracked by Wall St. Rank hold ORM as of Q1 2017.

  • Kayne Anderson Capital Advisors reported no remaining Owens Realty Mortgage, Inc. position as of Q1 2017 after selling out during the quarter.
  • Kayne Anderson Capital Advisors sold 15,618 Owens Realty Mortgage, Inc. shares in Q1 2017, an estimated $289K.
  • Kayne Anderson Capital Advisors first reported a position in Owens Realty Mortgage, Inc. in Q4 2016 and held it in 1 quarter.
  • Kayne Anderson Capital Advisors's Owens Realty Mortgage, Inc. position peaked at $289K in Q4 2016.
  • 61 funds tracked by Wall St. Rank held Owens Realty Mortgage, Inc. as of Q1 2017.

Based on Kayne Anderson Capital Advisors's 13F filing for Q1 2017, filed 9 May 2017.