TWA
ORM

TCI Wealth Advisors’s Owens Realty Mortgage, Inc. ORM Stock Holding History

TCI Wealth Advisors’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
2017
Q4 		– Hold
0
– – – 964
2017
Q3 		– Hold
0
– – – 903
2017
Q2 		– Hold
0
– – – 935
2017
Q1 		– Hold
0
– – – 886
2016
Q4 		– Hold
0
– – – 870
2016
Q3 		– Hold
0
– – – 917
2016
Q2 		– Hold
0
– – – 880
2016
Q1 		– Hold
0
– – – 890

Other funds holding ORM

NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Sorin Capital Management Stamford, Connecticut $202M AUM 2.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return