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

WFG 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 Q1	–	Sell	-202	Closed	-$1K	–	2137
2014 Q4	$1K	Hold	202	–	–	﹤0.01%	2013
2014 Q3	$1K	Hold	202	–	–	﹤0.01%	2029
2014 Q2	$1K	Hold	202	–	–	﹤0.01%	1935
2014 Q1	$1K	Hold	202	–	–	﹤0.01%	1926
2013 Q4	$1K	Hold	202	–	–	﹤0.01%	2155
2013 Q3	$2K	Hold	202	–	–	﹤0.01%	1969
2013 Q2	$2K	Buy	+202	New	+$1.83K	﹤0.01%	1883

Other funds holding OTEL

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 Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RFA

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFG Advisors's OTEL Position: Q1 2015 in Review

WFG Advisors sold out of Otelco, Inc. Class A (OTEL) in Q1 2015, closing a stake of 202 shares — an estimated $1K sold.

WFG Advisors first reported a position in OTEL in Q2 2013 and held it in 7 quarters. The position peaked at $2K in Q3 2013. 10 funds tracked by Wall St. Rank hold OTEL as of Q1 2015.

WFG Advisors reported no remaining Otelco, Inc. Class A position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 202 Otelco, Inc. Class A shares in Q1 2015, an estimated $1K.
WFG Advisors first reported a position in Otelco, Inc. Class A in Q2 2013 and held it in 7 quarters.
WFG Advisors's Otelco, Inc. Class A position peaked at $2K in Q3 2013.
10 funds tracked by Wall St. Rank held Otelco, Inc. Class A as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.