BlackRock Institutional Trust’s Otter Tail OTTR Stock Holding History

BlackRock Institutional Trust’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
2016 Q4	$42M	Buy	1,028,822 +31,965	+3%	+$1.19M	0.01%	1459
2016 Q3	$34.5M	Buy	996,857 +7,635	+0.8%	+$264K	0.01%	1515
2016 Q2	$33.1M	Sell	989,222 -9,234	-0.9%	-$277K	0.01%	1503
2016 Q1	$29.6M	Buy	998,456 +13,515	+1%	+$371K	﹤0.01%	1556
2015 Q4	$26.2M	Buy	984,941 +52,728	+6%	+$1.41M	﹤0.01%	1673
2015 Q3	$24.3M	Buy	932,213 +9,387	+1%	+$248K	﹤0.01%	1698
2015 Q2	$24.5M	Sell	922,826 -55,506	-6%	-$1.59M	﹤0.01%	1781
2015 Q1	$31.5M	Buy	978,332 +15,246	+2%	+$486K	﹤0.01%	1618
2014 Q4	$29.8M	Sell	963,086 -20,835	-2%	-$615K	﹤0.01%	1652
2014 Q3	$26.2M	Sell	983,921 -20,764	-2%	-$587K	﹤0.01%	1711
2014 Q2	$30.4M	Sell	1,004,685 -4,058	-0.4%	-$118K	0.01%	1666
2014 Q1	$31.1M	Buy	1,008,743 +16,268	+2%	+$480K	0.01%	1662
2013 Q4	$29.1M	Sell	992,475 -14	-0%	-$408	0.01%	1661
2013 Q3	$27.4M	Sell	992,489 -11,885	-1%	-$342K	0.01%	1628
2013 Q2	$28.5M	Buy	+1,004,374	New	+$29.6M	0.01%	1536

Other funds holding OTTR

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

BFA

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock Institutional Trust's OTTR Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Otter Tail (OTTR) stake by 3.2% in Q4 2016, buying an estimated $1.19M and bringing the position to 1,028,822 shares worth $42M. The position accounts for 0.01% of the portfolio, ranked #1459.

BlackRock Institutional Trust first reported a position in OTTR in Q2 2013 and has held it in 15 quarters since. 143 funds tracked by Wall St. Rank hold OTTR as of Q4 2016.

BlackRock Institutional Trust held 1,028,822 shares of Otter Tail worth $42M as of Q4 2016.
BlackRock Institutional Trust bought 31,965 Otter Tail shares in Q4 2016, an estimated $1.19M.
Otter Tail made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1459 holding.
BlackRock Institutional Trust first reported a position in Otter Tail in Q2 2013 and has held it in 15 quarters since.
143 funds tracked by Wall St. Rank held Otter Tail as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.