LSV Asset Management
OTEL

LSV Asset Management’s Otelco, Inc. Class A OTEL Stock Holding History

LSV Asset Management’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
2021
Q1 		– Sell
-14,700
Closed -$168K – 957
2020
Q4 		$168K Hold
14,700
– – ﹤0.01% 880
2020
Q3 		$168K Hold
14,700
– – ﹤0.01% 879
2020
Q2 		$165K Hold
14,700
– – ﹤0.01% 907
2020
Q1 		$69K Sell
14,700
-3,000
-17% -$23.3K ﹤0.01% 916
2019
Q4 		$177K Hold
17,700
– – ﹤0.01% 890
2019
Q3 		$209K Hold
17,700
– – ﹤0.01% 872
2019
Q2 		$284K Hold
17,700
– – ﹤0.01% 859
2019
Q1 		$290K Buy
17,700
+2,200
+14% +$35.7K ﹤0.01% 870
2018
Q4 		$250K Buy
15,500
+5,800
+60% +$95.7K ﹤0.01% 900
2018
Q3 		$168K Buy
9,700
+1,100
+13% +$17.6K ﹤0.01% 935
2018
Q2 		$128K Hold
8,600
– – ﹤0.01% 917
2018
Q1 		$128K Buy
8,600
+8,100
+1,620% +$121K ﹤0.01% 920
2017
Q4 		$6K Buy
+500
New +$5.73K ﹤0.01% 972

Other funds holding OTEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

LSV Asset Management's OTEL Position: Q1 2021 in Review

LSV Asset Management sold out of Otelco, Inc. Class A (OTEL) in Q1 2021, closing a stake of 14,700 shares — an estimated $168K sold.

LSV Asset Management first reported a position in OTEL in Q4 2017 and held it in 13 quarters. The position peaked at $290K in Q1 2019. 12 funds tracked by Wall St. Rank hold OTEL as of Q1 2021.

  • LSV Asset Management reported no remaining Otelco, Inc. Class A position as of Q1 2021 after selling out during the quarter.
  • LSV Asset Management sold 14,700 Otelco, Inc. Class A shares in Q1 2021, an estimated $168K.
  • LSV Asset Management first reported a position in Otelco, Inc. Class A in Q4 2017 and held it in 13 quarters.
  • LSV Asset Management's Otelco, Inc. Class A position peaked at $290K in Q1 2019.
  • 12 funds tracked by Wall St. Rank held Otelco, Inc. Class A as of Q1 2021.

Based on LSV Asset Management's 13F filing for Q1 2021, filed 30 Apr 2021.