BWFA
OTTR icon

Baltimore-Washington Financial Advisors’s Otter Tail OTTR Stock Holding History

Baltimore-Washington Financial Advisors’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
Q4 		– Sell
-392
Closed -$10K – 207
2015
Q3 		$10K Buy
+392
New +$10.4K ﹤0.01% 194

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Baltimore-Washington Financial Advisors's OTTR Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of Otter Tail (OTTR) in Q4 2015, closing a stake of 392 shares — an estimated $10K sold.

Baltimore-Washington Financial Advisors first reported a position in OTTR in Q3 2015 and held it in 1 quarter. The position peaked at $10K in Q3 2015. 116 funds tracked by Wall St. Rank hold OTTR as of Q4 2015.

  • Baltimore-Washington Financial Advisors reported no remaining Otter Tail position as of Q4 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 392 Otter Tail shares in Q4 2015, an estimated $10K.
  • Baltimore-Washington Financial Advisors first reported a position in Otter Tail in Q3 2015 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Otter Tail position peaked at $10K in Q3 2015.
  • 116 funds tracked by Wall St. Rank held Otter Tail as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.