Capital Advisory Group Advisory Services’s Otter Tail OTTR Stock Holding History

Capital Advisory Group Advisory Services’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
2022 Q2	–	Sell	-300	Closed	-$19K	–	396
2022 Q1	$19K	Buy	+300	New	+$18.8K	0.01%	307
2021 Q4	–	Sell	-300	Closed	-$17K	–	388
2021 Q3	$17K	Hold	300	–	–	0.01%	351
2021 Q2	$15K	Hold	300	–	–	0.01%	362
2021 Q1	$14K	Hold	300	–	–	0.01%	353
2020 Q4	$13K	Hold	300	–	–	0.01%	343
2020 Q3	$11K	Hold	300	–	–	0.01%	309
2020 Q2	$12K	Hold	300	–	–	0.01%	289
2020 Q1	$12K	Buy	+300	New	+$14.9K	0.01%	217
2019 Q4	–	Sell	-300	Closed	-$15K	–	344
2019 Q3	$15K	Hold	300	–	–	0.01%	239
2019 Q2	$15K	Hold	300	–	–	0.01%	243
2019 Q1	$15K	Hold	300	–	–	0.01%	241
2018 Q4	$15K	Hold	300	–	–	0.01%	209
2018 Q3	$15K	Hold	300	–	–	0.01%	220
2018 Q2	$15K	Hold	300	–	–	0.01%	207
2018 Q1	$12K	Buy	+300	New	+$12.6K	0.01%	220

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

Capital Advisory Group Advisory Services's OTTR Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Otter Tail (OTTR) in Q2 2022, closing a stake of 300 shares — an estimated $19K sold.

Capital Advisory Group Advisory Services first reported a position in OTTR in Q1 2018 and held it in 15 quarters. The position peaked at $19K in Q1 2022. 248 funds tracked by Wall St. Rank hold OTTR as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Otter Tail position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 300 Otter Tail shares in Q2 2022, an estimated $19K.
Capital Advisory Group Advisory Services first reported a position in Otter Tail in Q1 2018 and held it in 15 quarters.
Capital Advisory Group Advisory Services's Otter Tail position peaked at $19K in Q1 2022.
248 funds tracked by Wall St. Rank held Otter Tail as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.