RJFSA
OTEL

Raymond James Financial Services Advisors’s Otelco, Inc. Class A OTEL Stock Holding History

Raymond James Financial Services 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
Q1 		– Sell
-21,432
Closed -$215K – 2935
2019
Q4 		$215K Hold
21,432
– – ﹤0.01% 2532
2019
Q3 		$248K Hold
21,432
– – ﹤0.01% 2360
2019
Q2 		$345K Sell
21,432
-20
-0.1% -$330 ﹤0.01% 2181
2019
Q1 		$352K Buy
21,452
+3,922
+22% +$63.6K ﹤0.01% 2134
2018
Q4 		$283K Buy
+17,530
New +$289K ﹤0.01% 2032

Other funds holding OTEL

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
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
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial Services Advisors's OTEL Position: Q1 2020 in Review

Raymond James Financial Services Advisors sold out of Otelco, Inc. Class A (OTEL) in Q1 2020, closing a stake of 21,432 shares — an estimated $215K sold.

Raymond James Financial Services Advisors first reported a position in OTEL in Q4 2018 and held it in 5 quarters. The position peaked at $352K in Q1 2019. 20 funds tracked by Wall St. Rank hold OTEL as of Q1 2020.

  • Raymond James Financial Services Advisors reported no remaining Otelco, Inc. Class A position as of Q1 2020 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 21,432 Otelco, Inc. Class A shares in Q1 2020, an estimated $215K.
  • Raymond James Financial Services Advisors first reported a position in Otelco, Inc. Class A in Q4 2018 and held it in 5 quarters.
  • Raymond James Financial Services Advisors's Otelco, Inc. Class A position peaked at $352K in Q1 2019.
  • 20 funds tracked by Wall St. Rank held Otelco, Inc. Class A as of Q1 2020.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.