KIA
ORM

KCM Investment Advisors’s Owens Realty Mortgage, Inc. ORM Stock Holding History

KCM Investment 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
2015
Q2 		– Sell
-53,575
Closed -$803K – 556
2015
Q1 		$803K Hold
53,575
– – 0.06% 272
2014
Q4 		$785K Sell
53,575
-6,227
-10% -$92.4K 0.07% 267
2014
Q3 		$852K Buy
+59,802
New +$998K 0.08% 246

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

KCM Investment Advisors's ORM Position: Q2 2015 in Review

KCM Investment Advisors sold out of Owens Realty Mortgage, Inc. (ORM) in Q2 2015, closing a stake of 53,575 shares — an estimated $803K sold.

KCM Investment Advisors first reported a position in ORM in Q3 2014 and held it in 3 quarters. The position peaked at $852K in Q3 2014. 40 funds tracked by Wall St. Rank hold ORM as of Q2 2015.

  • KCM Investment Advisors reported no remaining Owens Realty Mortgage, Inc. position as of Q2 2015 after selling out during the quarter.
  • KCM Investment Advisors sold 53,575 Owens Realty Mortgage, Inc. shares in Q2 2015, an estimated $803K.
  • KCM Investment Advisors first reported a position in Owens Realty Mortgage, Inc. in Q3 2014 and held it in 3 quarters.
  • KCM Investment Advisors's Owens Realty Mortgage, Inc. position peaked at $852K in Q3 2014.
  • 40 funds tracked by Wall St. Rank held Owens Realty Mortgage, Inc. as of Q2 2015.

Based on KCM Investment Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.