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Ameritas Advisory Services’s Otter Tail OTTR Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-150
Closed -$11.6K – 2679
2025
Q2 		$11.6K Buy
+150
New +$11.7K ﹤0.01% 1954
2023
Q2 		– Sell
-150
Closed -$11K – 1923
2023
Q1 		$11K Buy
+150
New +$9.96K ﹤0.01% 1858

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Advisory Services's OTTR Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Otter Tail (OTTR) in Q3 2025, closing a stake of 150 shares — an estimated $11.6K sold.

Ameritas Advisory Services first reported a position in OTTR in Q1 2023 and held it in 2 quarters. The position peaked at $11.6K in Q2 2025. 343 funds tracked by Wall St. Rank hold OTTR as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Otter Tail position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 150 Otter Tail shares in Q3 2025, an estimated $11.6K.
  • Ameritas Advisory Services first reported a position in Otter Tail in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Otter Tail position peaked at $11.6K in Q2 2025.
  • 343 funds tracked by Wall St. Rank held Otter Tail as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.