Russell Investments Group
ORM

Russell Investments Group’s Owens Realty Mortgage, Inc. ORM Stock Holding History

Russell Investments Group’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
-1,774
Closed -$34K – 3092
2018
Q4 		$34K Hold
1,774
– – ﹤0.01% 2832
2018
Q3 		$30K Sell
1,774
-6,751
-79% -$114K ﹤0.01% 2889
2018
Q2 		$143K Hold
8,525
– – ﹤0.01% 2703
2018
Q1 		$124K Sell
8,525
-10,097
-54% -$145K ﹤0.01% 2726
2017
Q4 		$299K Hold
18,622
– – ﹤0.01% 2573
2017
Q3 		$339K Sell
18,622
-6,952
-27% -$120K ﹤0.01% 2561
2017
Q2 		$433K Buy
25,574
+8,073
+46% +$139K ﹤0.01% 2465
2017
Q1 		$311K Buy
17,501
+1,140
+7% +$19.7K ﹤0.01% 2592
2016
Q4 		$306K Buy
+16,361
New +$295K ﹤0.01% 2616

Other funds holding ORM

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

Russell Investments Group's ORM Position: Q1 2019 in Review

Russell Investments Group sold out of Owens Realty Mortgage, Inc. (ORM) in Q1 2019, closing a stake of 1,774 shares — an estimated $34K sold.

Russell Investments Group first reported a position in ORM in Q4 2016 and held it in 9 quarters. The position peaked at $433K in Q2 2017. 1 fund tracked by Wall St. Rank holds ORM as of Q1 2019.

  • Russell Investments Group reported no remaining Owens Realty Mortgage, Inc. position as of Q1 2019 after selling out during the quarter.
  • Russell Investments Group sold 1,774 Owens Realty Mortgage, Inc. shares in Q1 2019, an estimated $34K.
  • Russell Investments Group first reported a position in Owens Realty Mortgage, Inc. in Q4 2016 and held it in 9 quarters.
  • Russell Investments Group's Owens Realty Mortgage, Inc. position peaked at $433K in Q2 2017.
  • 1 fund tracked by Wall St. Rank held Owens Realty Mortgage, Inc. as of Q1 2019.

Based on Russell Investments Group's 13F filing for Q1 2019, filed 13 May 2019.