IA
OTEL

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

IFP 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
2016
Q4 		– Sell
-40
Closed – – 4206
2016
Q3 		$0 Hold
40
– – ﹤0.01% 4120
2016
Q2 		$0 Buy
+40
New +$176 ﹤0.01% 4166
2016
Q1 		– Sell
-40
Closed – – 3719
2015
Q4 		$0 Buy
+40
New +$269 ﹤0.01% 3832

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

IFP Advisors's OTEL Position: Q4 2016 in Review

IFP Advisors sold out of Otelco, Inc. Class A (OTEL) in Q4 2016, closing a stake of 40 shares.

IFP Advisors first reported a position in OTEL in Q4 2015 and held it in 3 quarters. The position peaked at $0 in Q3 2016. 17 funds tracked by Wall St. Rank hold OTEL as of Q4 2016.

  • IFP Advisors reported no remaining Otelco, Inc. Class A position as of Q4 2016 after selling out during the quarter.
  • IFP Advisors sold 40 Otelco, Inc. Class A shares in Q4 2016.
  • IFP Advisors first reported a position in Otelco, Inc. Class A in Q4 2015 and held it in 3 quarters.
  • IFP Advisors's Otelco, Inc. Class A position peaked at $0 in Q3 2016.
  • 17 funds tracked by Wall St. Rank held Otelco, Inc. Class A as of Q4 2016.

Based on IFP Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.