Bank of Montreal
OTEL

Bank of Montreal’s Otelco, Inc. Class A OTEL Stock Holding History

Bank of Montreal’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
Q4 		– Sell
-30
Closed – – 4404
2017
Q3 		$0 Hold
30
– – ﹤0.01% 4381
2017
Q2 		$0 Buy
+30
New +$216 ﹤0.01% 4348
2014
Q1 		– Sell
-400
Closed -$2K – 4200
2013
Q4 		$2K Buy
+400
New +$2.9K ﹤0.01% 3637

Other funds holding OTEL

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AWW
Alan W. Weber $336M AUM 75.94% 1-Year Est. Return

Bank of Montreal's OTEL Position: Q4 2017 in Review

Bank of Montreal sold out of Otelco, Inc. Class A (OTEL) in Q4 2017, closing a stake of 30 shares.

Bank of Montreal first reported a position in OTEL in Q4 2013 and held it in 3 quarters. The position peaked at $2K in Q4 2013. 22 funds tracked by Wall St. Rank hold OTEL as of Q4 2017.

  • Bank of Montreal reported no remaining Otelco, Inc. Class A position as of Q4 2017 after selling out during the quarter.
  • Bank of Montreal sold 30 Otelco, Inc. Class A shares in Q4 2017.
  • Bank of Montreal first reported a position in Otelco, Inc. Class A in Q4 2013 and held it in 3 quarters.
  • Bank of Montreal's Otelco, Inc. Class A position peaked at $2K in Q4 2013.
  • 22 funds tracked by Wall St. Rank held Otelco, Inc. Class A as of Q4 2017.

Based on Bank of Montreal's 13F filing for Q4 2017, filed 16 Jan 2018.