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Bowling Portfolio Management’s Otter Tail OTTR Stock Holding History

Bowling Portfolio Management’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
2020
Q4 		– Sell
-7,351
Closed -$266K – 325
2020
Q3 		$266K Buy
+7,351
New +$283K 0.06% 312
2017
Q4 		– Sell
-37,450
Closed -$1.62M – 394
2017
Q3 		$1.62M Buy
37,450
+3,331
+10% +$138K 0.24% 125
2017
Q2 		$1.35M Buy
+34,119
New +$1.34M 0.2% 153

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bowling Portfolio Management's OTTR Position: Q4 2020 in Review

Bowling Portfolio Management sold out of Otter Tail (OTTR) in Q4 2020, closing a stake of 7,351 shares — an estimated $266K sold.

Bowling Portfolio Management first reported a position in OTTR in Q2 2017 and held it in 3 quarters. The position peaked at $1.62M in Q3 2017. 177 funds tracked by Wall St. Rank hold OTTR as of Q4 2020.

  • Bowling Portfolio Management reported no remaining Otter Tail position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 7,351 Otter Tail shares in Q4 2020, an estimated $266K.
  • Bowling Portfolio Management first reported a position in Otter Tail in Q2 2017 and held it in 3 quarters.
  • Bowling Portfolio Management's Otter Tail position peaked at $1.62M in Q3 2017.
  • 177 funds tracked by Wall St. Rank held Otter Tail as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.