SBL
OTEL

Sargent Bickham Lagudis’s Otelco, Inc. Class A OTEL Stock Holding History

Sargent Bickham Lagudis’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
-50
Closed -$1K – 1010
2020
Q4 		$1K Buy
+50
New +$574 ﹤0.01% 864

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

Sargent Bickham Lagudis's OTEL Position: Q1 2021 in Review

Sargent Bickham Lagudis sold out of Otelco, Inc. Class A (OTEL) in Q1 2021, closing a stake of 50 shares — an estimated $1K sold.

Sargent Bickham Lagudis first reported a position in OTEL in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 12 funds tracked by Wall St. Rank hold OTEL as of Q1 2021.

  • Sargent Bickham Lagudis reported no remaining Otelco, Inc. Class A position as of Q1 2021 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 50 Otelco, Inc. Class A shares in Q1 2021, an estimated $1K.
  • Sargent Bickham Lagudis first reported a position in Otelco, Inc. Class A in Q4 2020 and held it in 1 quarter.
  • Sargent Bickham Lagudis's Otelco, Inc. Class A position peaked at $1K in Q4 2020.
  • 12 funds tracked by Wall St. Rank held Otelco, Inc. Class A as of Q1 2021.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2021, filed 24 May 2021.