Ladenburg Thalmann Financial Services’s Owens Realty Mortgage, Inc. ORM Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q1	–	Sell	-958	Closed	-$18K	–	5475
2018 Q4	$18K	Hold	958	–	–	﹤0.01%	3949
2018 Q3	$16K	Hold	958	–	–	﹤0.01%	4059
2018 Q2	$14K	Hold	958	–	–	﹤0.01%	4075
2018 Q1	$14K	Hold	958	–	–	﹤0.01%	4075
2017 Q4	$15K	Hold	958	–	–	﹤0.01%	3985
2017 Q3	$17K	Hold	958	–	–	﹤0.01%	3798
2017 Q2	$16K	Hold	958	–	–	﹤0.01%	3764
2017 Q1	$17K	Buy	+958	New	+$16.5K	﹤0.01%	3676

Other funds holding ORM

MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return

Ladenburg Thalmann Financial Services's ORM Position: Q1 2019 in Review

Ladenburg Thalmann Financial Services sold out of Owens Realty Mortgage, Inc. (ORM) in Q1 2019, closing a stake of 958 shares — an estimated $18K sold.

Ladenburg Thalmann Financial Services first reported a position in ORM in Q1 2017 and held it in 8 quarters. The position peaked at $18K in Q4 2018. 1 fund tracked by Wall St. Rank holds ORM as of Q1 2019.

Ladenburg Thalmann Financial Services reported no remaining Owens Realty Mortgage, Inc. position as of Q1 2019 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 958 Owens Realty Mortgage, Inc. shares in Q1 2019, an estimated $18K.
Ladenburg Thalmann Financial Services first reported a position in Owens Realty Mortgage, Inc. in Q1 2017 and held it in 8 quarters.
Ladenburg Thalmann Financial Services's Owens Realty Mortgage, Inc. position peaked at $18K in Q4 2018.
1 fund tracked by Wall St. Rank held Owens Realty Mortgage, Inc. as of Q1 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q1 2019, filed 15 May 2019.