WS
OTEL

Wedbush Securities’s Otelco, Inc. Class A OTEL Stock Holding History

Wedbush Securities’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
Q4 		– Sell
-143,036
Closed -$1.64M – 1037
2020
Q3 		$1.64M Hold
143,036
– – 0.16% 135
2020
Q2 		$1.61M Buy
143,036
+10,000
+8% +$74.3K 0.15% 138
2020
Q1 		$627K Buy
133,036
+9,000
+7% +$69.9K 0.07% 291
2019
Q4 		$1.24M Sell
124,036
-500
-0.4% -$5.66K 0.11% 203
2019
Q3 		$1.44M Buy
124,536
+1,000
+0.8% +$13.2K 0.14% 167
2019
Q2 		$1.99M Sell
123,536
-1,400
-1% -$23.1K 0.2% 112
2019
Q1 		$2.05M Sell
124,936
-3,057
-2% -$49.6K 0.22% 104
2018
Q4 		$2.07M Hold
127,993
– – 0.26% 76
2018
Q3 		$2.23M Hold
127,993
– – 0.25% 83
2018
Q2 		$1.92M Buy
127,993
+2,000
+2% +$29.9K 0.24% 86
2018
Q1 		$1.88M Sell
125,993
-1,000
-0.8% -$14.9K 0.25% 92
2017
Q4 		$1.7M Buy
126,993
+5,000
+4% +$57.3K 0.21% 106
2017
Q3 		$1.15M Hold
121,993
– – 0.15% 145
2017
Q2 		$915K Hold
121,993
– – 0.12% 210
2017
Q1 		$862K Sell
121,993
-2,000
-2% -$13.3K 0.12% 212
2016
Q4 		$787K Buy
123,993
+17,481
+16% +$95.2K 0.12% 222
2016
Q3 		$456K Buy
+106,512
New +$458K 0.07% 348

Other funds holding OTEL

YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wedbush Securities's OTEL Position: Q4 2020 in Review

Wedbush Securities sold out of Otelco, Inc. Class A (OTEL) in Q4 2020, closing a stake of 143,036 shares — an estimated $1.64M sold.

Wedbush Securities first reported a position in OTEL in Q3 2016 and held it in 17 quarters. The position peaked at $2.23M in Q3 2018. 14 funds tracked by Wall St. Rank hold OTEL as of Q4 2020.

  • Wedbush Securities reported no remaining Otelco, Inc. Class A position as of Q4 2020 after selling out during the quarter.
  • Wedbush Securities sold 143,036 Otelco, Inc. Class A shares in Q4 2020, an estimated $1.64M.
  • Wedbush Securities first reported a position in Otelco, Inc. Class A in Q3 2016 and held it in 17 quarters.
  • Wedbush Securities's Otelco, Inc. Class A position peaked at $2.23M in Q3 2018.
  • 14 funds tracked by Wall St. Rank held Otelco, Inc. Class A as of Q4 2020.

Based on Wedbush Securities's 13F filing for Q4 2020, filed 16 Feb 2021.