AG
OTEL

Advisor Group’s Otelco, Inc. Class A OTEL Stock Holding History

Advisor Group’s Portfolio OTEL Stock Details OTEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1K Hold
79
– – ﹤0.01% 5256
2019
Q3 		$1K Sell
79
-19
-19% -$251 ﹤0.01% 5215
2019
Q2 		$2K Sell
98
-50
-34% -$825 ﹤0.01% 5036
2019
Q1 		$2K Sell
148
-4,016
-96% -$65.2K ﹤0.01% 4997
2018
Q4 		$67K Sell
4,164
-457
-10% -$7.54K ﹤0.01% 2986
2018
Q3 		$80K Buy
4,621
+4,471
+2,981% +$71.6K ﹤0.01% 2925
2018
Q2 		$2K Hold
150
– – ﹤0.01% 4728
2018
Q1 		$2K Hold
150
– – ﹤0.01% 4738
2017
Q4 		$2K Hold
150
– – ﹤0.01% 4740
2017
Q3 		$1K Buy
+150
New +$1.26K ﹤0.01% 4764

Other funds holding OTEL

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Advisor Group's OTEL Position: Q4 2019 in Review

Advisor Group held its Otelco, Inc. Class A (OTEL) position steady in Q4 2019 at 79 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #5256.

Advisor Group first reported a position in OTEL in Q3 2017 and has held it in 10 quarters since. The position peaked at $80K in Q3 2018. 19 funds tracked by Wall St. Rank hold OTEL as of Q4 2019.

  • Advisor Group held 79 shares of Otelco, Inc. Class A worth $1K as of Q4 2019.
  • Advisor Group left its Otelco, Inc. Class A share count unchanged in Q4 2019.
  • Otelco, Inc. Class A made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #5256 holding.
  • Advisor Group first reported a position in Otelco, Inc. Class A in Q3 2017 and has held it in 10 quarters since.
  • Advisor Group's Otelco, Inc. Class A position peaked at $80K in Q3 2018.
  • 19 funds tracked by Wall St. Rank held Otelco, Inc. Class A as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.