Affiance Financial’s Otter Tail OTTR Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-1,275	Closed	-$74.9K	–	319
2022 Q4	$74.9K	Buy	+1,275	New	+$76.4K	0.03%	145

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Affiance Financial's OTTR Position: Q1 2023 in Review

Affiance Financial sold out of Otter Tail (OTTR) in Q1 2023, closing a stake of 1,275 shares — an estimated $74.9K sold.

Affiance Financial first reported a position in OTTR in Q4 2022 and held it in 1 quarter. The position peaked at $74.9K in Q4 2022. 254 funds tracked by Wall St. Rank hold OTTR as of Q1 2023.

Affiance Financial reported no remaining Otter Tail position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 1,275 Otter Tail shares in Q1 2023, an estimated $74.9K.
Affiance Financial first reported a position in Otter Tail in Q4 2022 and held it in 1 quarter.
Affiance Financial's Otter Tail position peaked at $74.9K in Q4 2022.
254 funds tracked by Wall St. Rank held Otter Tail as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.