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Berman Capital Advisors’s Otter Tail OTTR Stock Holding History

Berman Capital 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
2021
Q3 		$10K Buy
181
+122
+207% +$6.47K ﹤0.01% 1190
2021
Q2 		$2K Buy
+59
New +$2.82K ﹤0.01% 1621
2020
Q3 		– Sell
-56
Closed -$2K – 1727
2020
Q2 		$2K Sell
56
-86
-61% -$3.62K ﹤0.01% 1302
2020
Q1 		$6K Hold
142
– – ﹤0.01% 848
2019
Q4 		$7K Hold
142
– – ﹤0.01% 884
2019
Q3 		$7K Hold
142
– – ﹤0.01% 845
2019
Q2 		$7K Hold
142
– – ﹤0.01% 870
2019
Q1 		$7K Buy
+142
New +$6.97K ﹤0.01% 779

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's OTTR Position: Q3 2021 in Review

Berman Capital Advisors increased its Otter Tail (OTTR) stake by 207% in Q3 2021, buying an estimated $6.47K and bringing the position to 181 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Berman Capital Advisors first reported a position in OTTR in Q1 2019 and has held it in 8 quarters since. 198 funds tracked by Wall St. Rank hold OTTR as of Q3 2021.

  • Berman Capital Advisors held 181 shares of Otter Tail worth $10K as of Q3 2021.
  • Berman Capital Advisors bought 122 Otter Tail shares in Q3 2021, an estimated $6.47K.
  • Otter Tail made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1190 holding.
  • Berman Capital Advisors first reported a position in Otter Tail in Q1 2019 and has held it in 8 quarters since.
  • 198 funds tracked by Wall St. Rank held Otter Tail as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.