Aris Wealth Services’s Otter Tail OTTR Stock Holding History

Aris Wealth 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
2015 Q3	–	Sell	-1,184	Closed	-$31K	–	466
2015 Q2	$31K	Sell	1,184 -275	-19%	-$7.89K	0.03%	272
2015 Q1	$47K	Buy	+1,459	New	+$46.5K	0.04%	221

Other funds holding OTTR

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Aris Wealth Services's OTTR Position: Q3 2015 in Review

Aris Wealth Services sold out of Otter Tail (OTTR) in Q3 2015, closing a stake of 1,184 shares — an estimated $31K sold.

Aris Wealth Services first reported a position in OTTR in Q1 2015 and held it in 2 quarters. The position peaked at $47K in Q1 2015. 117 funds tracked by Wall St. Rank hold OTTR as of Q3 2015.

Aris Wealth Services reported no remaining Otter Tail position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 1,184 Otter Tail shares in Q3 2015, an estimated $31K.
Aris Wealth Services first reported a position in Otter Tail in Q1 2015 and held it in 2 quarters.
Aris Wealth Services's Otter Tail position peaked at $47K in Q1 2015.
117 funds tracked by Wall St. Rank held Otter Tail as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.