Allworth Financial’s Otelco, Inc. Class A OTEL Stock Holding History

Allworth Financial’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
2017 Q1	–	Sell	-5	Closed	–	–	843
2016 Q4	$0	Hold	5	–	–	﹤0.01%	757
2016 Q3	$0	Buy	+5	New	+$21	﹤0.01%	752

Other funds holding OTEL

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SKK

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allworth Financial's OTEL Position: Q1 2017 in Review

Allworth Financial sold out of Otelco, Inc. Class A (OTEL) in Q1 2017, closing a stake of 5 shares.

Allworth Financial first reported a position in OTEL in Q3 2016 and held it in 2 quarters. The position peaked at $0 in Q4 2016. 14 funds tracked by Wall St. Rank hold OTEL as of Q1 2017.

Allworth Financial reported no remaining Otelco, Inc. Class A position as of Q1 2017 after selling out during the quarter.
Allworth Financial sold 5 Otelco, Inc. Class A shares in Q1 2017.
Allworth Financial first reported a position in Otelco, Inc. Class A in Q3 2016 and held it in 2 quarters.
Allworth Financial's Otelco, Inc. Class A position peaked at $0 in Q4 2016.
14 funds tracked by Wall St. Rank held Otelco, Inc. Class A as of Q1 2017.

Based on Allworth Financial's 13F filing for Q1 2017, filed 9 May 2017.