NPC
OTEL

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

National Planning Corporation’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
2015
Q1 		– Sell
-116
Closed -$599 – 2256
2014
Q4 		$599 Buy
+116
New +$583 ﹤0.01% 2759

Other funds holding OTEL

SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

National Planning Corporation's OTEL Position: Q1 2015 in Review

National Planning Corporation sold out of Otelco, Inc. Class A (OTEL) in Q1 2015, closing a stake of 116 shares — an estimated $599 sold.

National Planning Corporation first reported a position in OTEL in Q4 2014 and held it in 1 quarter. The position peaked at $599 in Q4 2014. 10 funds tracked by Wall St. Rank hold OTEL as of Q1 2015.

  • National Planning Corporation reported no remaining Otelco, Inc. Class A position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 116 Otelco, Inc. Class A shares in Q1 2015, an estimated $599.
  • National Planning Corporation first reported a position in Otelco, Inc. Class A in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Otelco, Inc. Class A position peaked at $599 in Q4 2014.
  • 10 funds tracked by Wall St. Rank held Otelco, Inc. Class A as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.