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Avantax Planning Partners’s Otter Tail OTTR Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-412
Closed -$20K – 923
2018
Q3 		$20K Buy
+412
New +$19.9K ﹤0.01% 705
2018
Q2 		– Sell
-412
Closed -$18K – 1091
2018
Q1 		$18K Buy
+412
New +$17.2K ﹤0.01% 818

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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Planning Partners's OTTR Position: Q4 2018 in Review

Avantax Planning Partners sold out of Otter Tail (OTTR) in Q4 2018, closing a stake of 412 shares — an estimated $20K sold.

Avantax Planning Partners first reported a position in OTTR in Q1 2018 and held it in 2 quarters. The position peaked at $20K in Q3 2018. 178 funds tracked by Wall St. Rank hold OTTR as of Q4 2018.

  • Avantax Planning Partners reported no remaining Otter Tail position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 412 Otter Tail shares in Q4 2018, an estimated $20K.
  • Avantax Planning Partners first reported a position in Otter Tail in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Otter Tail position peaked at $20K in Q3 2018.
  • 178 funds tracked by Wall St. Rank held Otter Tail as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.