VOYA Investment Management
ORM

VOYA Investment Management’s Owens Realty Mortgage, Inc. ORM Stock Holding History

VOYA Investment 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
2015
Q2 		– Sell
-10,535
Closed -$158K – 2680
2015
Q1 		$158K Hold
10,535
– – ﹤0.01% 2478
2014
Q4 		$154K Hold
10,535
– – ﹤0.01% 2538
2014
Q3 		$150K Sell
10,535
-1,857
-15% -$31K ﹤0.01% 2558
2014
Q2 		$241K Buy
+12,392
New +$210K ﹤0.01% 2473

Other funds holding ORM

NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

VOYA Investment Management's ORM Position: Q2 2015 in Review

VOYA Investment Management sold out of Owens Realty Mortgage, Inc. (ORM) in Q2 2015, closing a stake of 10,535 shares — an estimated $158K sold.

VOYA Investment Management first reported a position in ORM in Q2 2014 and held it in 4 quarters. The position peaked at $241K in Q2 2014. 40 funds tracked by Wall St. Rank hold ORM as of Q2 2015.

  • VOYA Investment Management reported no remaining Owens Realty Mortgage, Inc. position as of Q2 2015 after selling out during the quarter.
  • VOYA Investment Management sold 10,535 Owens Realty Mortgage, Inc. shares in Q2 2015, an estimated $158K.
  • VOYA Investment Management first reported a position in Owens Realty Mortgage, Inc. in Q2 2014 and held it in 4 quarters.
  • VOYA Investment Management's Owens Realty Mortgage, Inc. position peaked at $241K in Q2 2014.
  • 40 funds tracked by Wall St. Rank held Owens Realty Mortgage, Inc. as of Q2 2015.

Based on VOYA Investment Management's 13F filing for Q2 2015, filed 14 Aug 2015.