FHA
OTEL

Flagship Harbor Advisors’s Otelco, Inc. Class A OTEL Stock Holding History

Flagship Harbor Advisors’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
-45
Closed – – 1978
2020
Q3 		$0 Sell
45
-20
-31% -$232 ﹤0.01% 2239
2020
Q2 		$0 Hold
65
– – ﹤0.01% 2211
2020
Q1 		$0 Hold
65
– – ﹤0.01% 2030
2019
Q4 		$1K Sell
65
-20
-24% -$226 ﹤0.01% 1858
2019
Q3 		$0 Hold
85
– – ﹤0.01% 2020
2019
Q2 		$1K Hold
85
– – ﹤0.01% 1832
2019
Q1 		$1K Hold
85
– – ﹤0.01% 1809
2018
Q4 		$1K Buy
85
+20
+31% +$330 ﹤0.01% 1800
2018
Q3 		$1K Hold
65
– – ﹤0.01% 2044
2018
Q2 		$0 Buy
+65
New +$972 ﹤0.01% 2095

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

Flagship Harbor Advisors's OTEL Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of Otelco, Inc. Class A (OTEL) in Q4 2020, closing a stake of 45 shares.

Flagship Harbor Advisors first reported a position in OTEL in Q2 2018 and held it in 10 quarters. The position peaked at $1K in Q4 2019. 14 funds tracked by Wall St. Rank hold OTEL as of Q4 2020.

  • Flagship Harbor Advisors reported no remaining Otelco, Inc. Class A position as of Q4 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 45 Otelco, Inc. Class A shares in Q4 2020.
  • Flagship Harbor Advisors first reported a position in Otelco, Inc. Class A in Q2 2018 and held it in 10 quarters.
  • Flagship Harbor Advisors's Otelco, Inc. Class A position peaked at $1K in Q4 2019.
  • 14 funds tracked by Wall St. Rank held Otelco, Inc. Class A as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.