SWP
OTEL

Strategic Wealth Partners’s Otelco, Inc. Class A OTEL Stock Holding History

Strategic Wealth Partners’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
2018
Q1 		– Sell
-60
Closed -$1K – 835
2017
Q4 		$1K Buy
+60
New +$688 ﹤0.01% 732

Other funds holding OTEL

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $46.4B AUM 27.74% 1-Year Est. Return

Strategic Wealth Partners's OTEL Position: Q1 2018 in Review

Strategic Wealth Partners sold out of Otelco, Inc. Class A (OTEL) in Q1 2018, closing a stake of 60 shares — an estimated $1K sold.

Strategic Wealth Partners first reported a position in OTEL in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 22 funds tracked by Wall St. Rank hold OTEL as of Q1 2018.

  • Strategic Wealth Partners reported no remaining Otelco, Inc. Class A position as of Q1 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 60 Otelco, Inc. Class A shares in Q1 2018, an estimated $1K.
  • Strategic Wealth Partners first reported a position in Otelco, Inc. Class A in Q4 2017 and held it in 1 quarter.
  • Strategic Wealth Partners's Otelco, Inc. Class A position peaked at $1K in Q4 2017.
  • 22 funds tracked by Wall St. Rank held Otelco, Inc. Class A as of Q1 2018.

Based on Strategic Wealth Partners's 13F filing for Q1 2018, filed 13 Jul 2018.