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Chicago Partners Investment Group’s Otter Tail OTTR Stock Holding History

Chicago Partners Investment Group’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 		– Sell
-612
Closed -$21K – 552
2016
Q3 		$21K Buy
612
+5
+0.8% +$173 0.01% 362
2016
Q2 		$20K Buy
607
+6
+1% +$180 0.01% 315
2016
Q1 		$18K Buy
601
+7
+1% +$192 0.01% 305
2015
Q4 		$16K Buy
+594
New +$15.9K 0.01% 359

Other funds holding OTTR

Vanguard Group
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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Chicago Partners Investment Group's OTTR Position: Q4 2016 in Review

Chicago Partners Investment Group sold out of Otter Tail (OTTR) in Q4 2016, closing a stake of 612 shares — an estimated $21K sold.

Chicago Partners Investment Group first reported a position in OTTR in Q4 2015 and held it in 4 quarters. The position peaked at $21K in Q3 2016. 143 funds tracked by Wall St. Rank hold OTTR as of Q4 2016.

  • Chicago Partners Investment Group reported no remaining Otter Tail position as of Q4 2016 after selling out during the quarter.
  • Chicago Partners Investment Group sold 612 Otter Tail shares in Q4 2016, an estimated $21K.
  • Chicago Partners Investment Group first reported a position in Otter Tail in Q4 2015 and held it in 4 quarters.
  • Chicago Partners Investment Group's Otter Tail position peaked at $21K in Q3 2016.
  • 143 funds tracked by Wall St. Rank held Otter Tail as of Q4 2016.

Based on Chicago Partners Investment Group's 13F filing for Q4 2016, filed 10 Feb 2017.