Creative Planning
OTEL

Creative Planning’s Otelco, Inc. Class A OTEL Stock Holding History

Creative Planning’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
Q3 		– Sell
-40
Closed – – 4134
2017
Q2 		$0 Buy
+40
New +$288 ﹤0.01% 4932
2017
Q1 		– Sell
-10
Closed – – 5010
2016
Q4 		$0 Hold
10
– – ﹤0.01% 4939
2016
Q3 		$0 Hold
10
– – ﹤0.01% 4803
2016
Q2 		$0 Hold
10
– – ﹤0.01% 4592
2016
Q1 		$0 Hold
10
– – ﹤0.01% 4627
2015
Q4 		$0 Buy
+10
New +$67 ﹤0.01% 4662
2014
Q2 		– Sell
-80
Closed – – 4027
2014
Q1 		$0 Hold
80
– – ﹤0.01% 3814
2013
Q4 		$0 Hold
80
– – ﹤0.01% 3529
2013
Q3 		$1K Hold
80
– – ﹤0.01% 3141
2013
Q2 		$1K Buy
+80
New +$726 ﹤0.01% 2994

Other funds holding OTEL

SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Creative Planning's OTEL Position: Q3 2017 in Review

Creative Planning sold out of Otelco, Inc. Class A (OTEL) in Q3 2017, closing a stake of 40 shares.

Creative Planning first reported a position in OTEL in Q2 2013 and held it in 10 quarters. The position peaked at $1K in Q3 2013. 18 funds tracked by Wall St. Rank hold OTEL as of Q3 2017.

  • Creative Planning reported no remaining Otelco, Inc. Class A position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 40 Otelco, Inc. Class A shares in Q3 2017.
  • Creative Planning first reported a position in Otelco, Inc. Class A in Q2 2013 and held it in 10 quarters.
  • Creative Planning's Otelco, Inc. Class A position peaked at $1K in Q3 2013.
  • 18 funds tracked by Wall St. Rank held Otelco, Inc. Class A as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.