Bruderman Asset Management’s Otter Tail OTTR Stock Holding History

Bruderman Asset 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
2021 Q4	–	Sell	-4,300	Closed	-$241K	–	117
2021 Q3	$241K	Buy	+4,300	New	+$228K	0.06%	115
2019 Q2	–	Sell	-2,349	Closed	-$117K	–	424
2019 Q1	$117K	Buy	2,349 +208	+10%	+$10.2K	0.03%	175
2018 Q4	$106K	Sell	2,141 -278	-11%	-$13.3K	0.03%	166
2018 Q3	$116K	Sell	2,419 -131	-5%	-$6.33K	0.03%	145
2018 Q2	$121K	Buy	2,550 +1,417	+125%	+$63.8K	0.03%	145
2018 Q1	$49K	Buy	+1,133	New	+$47.4K	0.01%	202
2015 Q2	–	Sell	-292	Closed	-$9K	–	448
2015 Q1	$9K	Buy	+292	New	+$9.3K	﹤0.01%	352

Other funds holding OTTR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bruderman Asset Management's OTTR Position: Q4 2021 in Review

Bruderman Asset Management sold out of Otter Tail (OTTR) in Q4 2021, closing a stake of 4,300 shares — an estimated $241K sold.

Bruderman Asset Management first reported a position in OTTR in Q1 2015 and held it in 7 quarters. The position peaked at $241K in Q3 2021. 223 funds tracked by Wall St. Rank hold OTTR as of Q4 2021.

Bruderman Asset Management reported no remaining Otter Tail position as of Q4 2021 after selling out during the quarter.
Bruderman Asset Management sold 4,300 Otter Tail shares in Q4 2021, an estimated $241K.
Bruderman Asset Management first reported a position in Otter Tail in Q1 2015 and held it in 7 quarters.
Bruderman Asset Management's Otter Tail position peaked at $241K in Q3 2021.
223 funds tracked by Wall St. Rank held Otter Tail as of Q4 2021.

Based on Bruderman Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.