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Carderock Capital Management’s Otter Tail OTTR Stock Holding History

Carderock Capital 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
2014
Q2 		– Sell
-800
Closed -$25K – 176
2014
Q1 		$25K Buy
+800
New +$23.6K 0.01% 168

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Carderock Capital Management's OTTR Position: Q2 2014 in Review

Carderock Capital Management sold out of Otter Tail (OTTR) in Q2 2014, closing a stake of 800 shares — an estimated $25K sold.

Carderock Capital Management first reported a position in OTTR in Q1 2014 and held it in 1 quarter. The position peaked at $25K in Q1 2014. 118 funds tracked by Wall St. Rank hold OTTR as of Q2 2014.

  • Carderock Capital Management reported no remaining Otter Tail position as of Q2 2014 after selling out during the quarter.
  • Carderock Capital Management sold 800 Otter Tail shares in Q2 2014, an estimated $25K.
  • Carderock Capital Management first reported a position in Otter Tail in Q1 2014 and held it in 1 quarter.
  • Carderock Capital Management's Otter Tail position peaked at $25K in Q1 2014.
  • 118 funds tracked by Wall St. Rank held Otter Tail as of Q2 2014.

Based on Carderock Capital Management's 13F filing for Q2 2014, filed 6 Aug 2014.