CPW
OTEL

Catalyst Private Wealth’s Otelco, Inc. Class A OTEL Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-500
Closed -$6K – 311
2020
Q3 		$6K Buy
+500
New +$5.81K 0.01% 236

Other funds holding OTEL

YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Catalyst Private Wealth's OTEL Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Otelco, Inc. Class A (OTEL) in Q4 2020, closing a stake of 500 shares — an estimated $6K sold.

Catalyst Private Wealth first reported a position in OTEL in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 14 funds tracked by Wall St. Rank hold OTEL as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Otelco, Inc. Class A position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 500 Otelco, Inc. Class A shares in Q4 2020, an estimated $6K.
  • Catalyst Private Wealth first reported a position in Otelco, Inc. Class A in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Otelco, Inc. Class A position peaked at $6K in Q3 2020.
  • 14 funds tracked by Wall St. Rank held Otelco, Inc. Class A as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.