MFS
OTEL

MSI Financial Services’s Otelco, Inc. Class A OTEL Stock Holding History

MSI Financial Services’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
Q3 		– Sell
-60
Closed – – 4113
2016
Q2 		$0 Hold
60
– – ﹤0.01% 4158
2016
Q1 		$0 Hold
60
– – ﹤0.01% 4152
2015
Q4 		$0 Buy
+60
New +$403 ﹤0.01% 4007
2014
Q1 		– Sell
-390
Closed -$2K – 2673
2013
Q4 		$2K Hold
390
– – ﹤0.01% 2308
2013
Q3 		$3K Hold
390
– – ﹤0.01% 1894
2013
Q2 		$4K Buy
+390
New +$3.54K ﹤0.01% 1936

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
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

MSI Financial Services's OTEL Position: Q3 2016 in Review

MSI Financial Services sold out of Otelco, Inc. Class A (OTEL) in Q3 2016, closing a stake of 60 shares.

MSI Financial Services first reported a position in OTEL in Q2 2013 and held it in 6 quarters. The position peaked at $4K in Q2 2013. 20 funds tracked by Wall St. Rank hold OTEL as of Q3 2016.

  • MSI Financial Services reported no remaining Otelco, Inc. Class A position as of Q3 2016 after selling out during the quarter.
  • MSI Financial Services sold 60 Otelco, Inc. Class A shares in Q3 2016.
  • MSI Financial Services first reported a position in Otelco, Inc. Class A in Q2 2013 and held it in 6 quarters.
  • MSI Financial Services's Otelco, Inc. Class A position peaked at $4K in Q2 2013.
  • 20 funds tracked by Wall St. Rank held Otelco, Inc. Class A as of Q3 2016.

Based on MSI Financial Services's 13F filing for Q3 2016, filed 13 Oct 2016.