RFA
OTEL

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

Reilly Financial 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
2015
Q2 		– Sell
-150
Closed -$1K – 1452
2015
Q1 		$1K Buy
+150
New +$747 ﹤0.01% 1248

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 16.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Reilly Financial Advisors's OTEL Position: Q2 2015 in Review

Reilly Financial Advisors sold out of Otelco, Inc. Class A (OTEL) in Q2 2015, closing a stake of 150 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in OTEL in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 10 funds tracked by Wall St. Rank hold OTEL as of Q2 2015.

  • Reilly Financial Advisors reported no remaining Otelco, Inc. Class A position as of Q2 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 150 Otelco, Inc. Class A shares in Q2 2015, an estimated $1K.
  • Reilly Financial Advisors first reported a position in Otelco, Inc. Class A in Q1 2015 and held it in 1 quarter.
  • Reilly Financial Advisors's Otelco, Inc. Class A position peaked at $1K in Q1 2015.
  • 10 funds tracked by Wall St. Rank held Otelco, Inc. Class A as of Q2 2015.

Based on Reilly Financial Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.