Sharkey, Howes & Javer’s Owens Realty Mortgage, Inc. ORM Stock Holding History

Sharkey, Howes & Javer’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	-10,729	Closed	-$202K	–	223
2018 Q4	$202K	Hold	10,729	–	–	0.13%	51
2018 Q3	$181K	Hold	10,729	–	–	0.09%	54
2018 Q2	$179K	Hold	10,729	–	–	0.1%	47
2018 Q1	$156K	Hold	10,729	–	–	0.09%	41
2017 Q4	$172K	Hold	10,729	–	–	0.1%	36
2017 Q3	$198K	Hold	10,729	–	–	0.1%	39
2017 Q2	$182K	Hold	10,729	–	–	0.1%	38
2017 Q1	$191K	Hold	10,729	–	–	0.1%	39
2016 Q4	$199K	Hold	10,729	–	–	0.12%	36
2016 Q3	$186K	Hold	10,729	–	–	0.11%	37
2016 Q2	$179K	Hold	10,729	–	–	0.11%	38
2016 Q1	$171K	Hold	10,729	–	–	0.13%	42
2015 Q4	$144K	Hold	10,729	–	–	0.1%	48
2015 Q3	$147K	Buy	+10,729	New	+$154K	0.11%	48
2015 Q2	–	Sell	-10,729	Closed	-$161K	–	269
2015 Q1	$161K	Buy	+10,729	New	+$149K	0.1%	48

Other funds holding ORM

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

Sharkey, Howes & Javer's ORM Position: Q1 2019 in Review

Sharkey, Howes & Javer sold out of Owens Realty Mortgage, Inc. (ORM) in Q1 2019, closing a stake of 10,729 shares — an estimated $202K sold.

Sharkey, Howes & Javer first reported a position in ORM in Q1 2015 and held it in 15 quarters. The position peaked at $202K in Q4 2018. 1 fund tracked by Wall St. Rank holds ORM as of Q1 2019.

Sharkey, Howes & Javer reported no remaining Owens Realty Mortgage, Inc. position as of Q1 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 10,729 Owens Realty Mortgage, Inc. shares in Q1 2019, an estimated $202K.
Sharkey, Howes & Javer first reported a position in Owens Realty Mortgage, Inc. in Q1 2015 and held it in 15 quarters.
Sharkey, Howes & Javer's Owens Realty Mortgage, Inc. position peaked at $202K in Q4 2018.
1 fund tracked by Wall St. Rank held Owens Realty Mortgage, Inc. as of Q1 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2019, filed 18 Apr 2019.