Clean Yield Group’s Otter Tail OTTR Stock Holding History

Clean Yield 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
2020 Q2	–	Sell	-100	Closed	-$4K	–	378
2020 Q1	$4K	Hold	100	–	–	﹤0.01%	352
2019 Q4	$5K	Buy	+100	New	+$5.19K	﹤0.01%	324

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

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Clean Yield Group's OTTR Position: Q2 2020 in Review

Clean Yield Group sold out of Otter Tail (OTTR) in Q2 2020, closing a stake of 100 shares — an estimated $4K sold.

Clean Yield Group first reported a position in OTTR in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 171 funds tracked by Wall St. Rank hold OTTR as of Q2 2020.

Clean Yield Group reported no remaining Otter Tail position as of Q2 2020 after selling out during the quarter.
Clean Yield Group sold 100 Otter Tail shares in Q2 2020, an estimated $4K.
Clean Yield Group first reported a position in Otter Tail in Q4 2019 and held it in 2 quarters.
Clean Yield Group's Otter Tail position peaked at $5K in Q4 2019.
171 funds tracked by Wall St. Rank held Otter Tail as of Q2 2020.

Based on Clean Yield Group's 13F filing for Q2 2020, filed 22 Jul 2020.