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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-5,414
Closed -$91K 3044
2018
Q4
$91K Hold
5,414
﹤0.01% 2222
2018
Q3
$91K Buy
+5,414
New +$91.1K ﹤0.01% 2103
2017
Q2
Sell
-676
Closed -$12K 3392
2017
Q1
$12K Hold
676
﹤0.01% 2438
2016
Q4
$13K Hold
676
﹤0.01% 2434
2016
Q3
$12K Buy
+676
New +$11.3K ﹤0.01% 2375

Other funds holding ORM

SEI Investments's ORM Position: Q1 2019 in Review

SEI Investments sold out of Owens Realty Mortgage, Inc. (ORM) in Q1 2019, closing a stake of 5,414 shares — an estimated $91K sold.

SEI Investments first reported a position in ORM in Q3 2016 and held it in 5 quarters. The position peaked at $91K in Q4 2018. 1 fund tracked by Wall St. Rank holds ORM as of Q1 2019.

  • SEI Investments reported no remaining Owens Realty Mortgage, Inc. position as of Q1 2019 after selling out during the quarter.
  • SEI Investments sold 5,414 Owens Realty Mortgage, Inc. shares in Q1 2019, an estimated $91K.
  • SEI Investments first reported a position in Owens Realty Mortgage, Inc. in Q3 2016 and held it in 5 quarters.
  • SEI Investments's Owens Realty Mortgage, Inc. position peaked at $91K in Q4 2018.
  • 1 fund tracked by Wall St. Rank held Owens Realty Mortgage, Inc. as of Q1 2019.

Based on SEI Investments's 13F filing for Q1 2019, filed 15 May 2019.