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Advisor Group’s Otter Tail OTTR Stock Holding History

Advisor Group’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$458K Sell
8,919
-2,322
-21% -$121K ﹤0.01% 1735
2019
Q3 		$605K Sell
11,241
-82
-0.7% -$4.29K ﹤0.01% 1479
2019
Q2 		$598K Sell
11,323
-51
-0.4% -$2.6K ﹤0.01% 1492
2019
Q1 		$566K Buy
11,374
+917
+9% +$45K ﹤0.01% 1497
2018
Q4 		$519K Buy
10,457
+2,168
+26% +$103K 0.01% 1385
2018
Q3 		$397K Buy
8,289
+1,069
+15% +$51.7K ﹤0.01% 1642
2018
Q2 		$343K Sell
7,220
-25
-0.3% -$1.13K ﹤0.01% 1599
2018
Q1 		$315K Sell
7,245
-698
-9% -$29.2K ﹤0.01% 1648
2017
Q4 		$353K Buy
7,943
+184
+2% +$8.43K ﹤0.01% 1578
2017
Q3 		$337K Sell
7,759
-120
-2% -$4.96K 0.01% 1448
2017
Q2 		$312K Buy
7,879
+400
+5% +$15.7K 0.01% 1456
2017
Q1 		$283K Buy
7,479
+471
+7% +$17.8K 0.01% 1418
2016
Q4 		$286K Sell
7,008
-447
-6% -$16.6K 0.01% 1329
2016
Q3 		$258K Buy
7,455
+263
+4% +$9.09K 0.01% 1359
2016
Q2 		$239K Buy
+7,192
New +$216K 0.01% 1339

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's OTTR Position: Q4 2019 in Review

Advisor Group reduced its Otter Tail (OTTR) stake by 21% in Q4 2019, selling an estimated $121K and leaving 8,919 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Advisor Group first reported a position in OTTR in Q2 2016 and has held it in 15 quarters since. The position peaked at $605K in Q3 2019. 178 funds tracked by Wall St. Rank hold OTTR as of Q4 2019.

  • Advisor Group held 8,919 shares of Otter Tail worth $458K as of Q4 2019.
  • Advisor Group sold 2,322 Otter Tail shares in Q4 2019, an estimated $121K.
  • Otter Tail made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1735 holding.
  • Advisor Group first reported a position in Otter Tail in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Otter Tail position peaked at $605K in Q3 2019.
  • 178 funds tracked by Wall St. Rank held Otter Tail as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.