Marquette Asset Management’s Owens Realty Mortgage, Inc. ORM Stock Holding History

Marquette Asset 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
2019 Q1	–	Sell	-24,623	Closed	-$463K	–	317
2018 Q4	$463K	Hold	24,623	–	–	0.18%	48
2018 Q3	$416K	Hold	24,623	–	–	0.13%	58
2018 Q2	$411K	Buy	+24,623	New	+$394K	0.14%	59
2017 Q4	–	Sell	-16,043	Closed	-$292K	–	79
2017 Q3	$292K	Hold	16,043	–	–	0.11%	61
2017 Q2	$272K	Buy	16,043 +1,390	+9%	+$23.9K	0.11%	61
2017 Q1	$261K	Buy	+14,653	New	+$253K	0.11%	68

Other funds holding ORM

MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

Marquette Asset Management's ORM Position: Q1 2019 in Review

Marquette Asset Management sold out of Owens Realty Mortgage, Inc. (ORM) in Q1 2019, closing a stake of 24,623 shares — an estimated $463K sold.

Marquette Asset Management first reported a position in ORM in Q1 2017 and held it in 6 quarters. The position peaked at $463K in Q4 2018. 1 fund tracked by Wall St. Rank holds ORM as of Q1 2019.

Marquette Asset Management reported no remaining Owens Realty Mortgage, Inc. position as of Q1 2019 after selling out during the quarter.
Marquette Asset Management sold 24,623 Owens Realty Mortgage, Inc. shares in Q1 2019, an estimated $463K.
Marquette Asset Management first reported a position in Owens Realty Mortgage, Inc. in Q1 2017 and held it in 6 quarters.
Marquette Asset Management's Owens Realty Mortgage, Inc. position peaked at $463K in Q4 2018.
1 fund tracked by Wall St. Rank held Owens Realty Mortgage, Inc. as of Q1 2019.

Based on Marquette Asset Management's 13F filing for Q1 2019, filed 13 May 2019.