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Convergence Investment Partners’s Otter Tail OTTR Stock Holding History

Convergence Investment Partners’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
2018
Q1 		– Sell
-18,065
Closed -$803K – 1053
2017
Q4 		$803K Buy
+18,065
New +$828K 0.11% 253
2014
Q1 		– Sell
-21,250
Closed -$622K – 416
2013
Q4 		$622K Buy
+21,250
New +$619K 0.1% 237

Other funds holding OTTR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Convergence Investment Partners's OTTR Position: Q1 2018 in Review

Convergence Investment Partners sold out of Otter Tail (OTTR) in Q1 2018, closing a stake of 18,065 shares — an estimated $803K sold.

Convergence Investment Partners first reported a position in OTTR in Q4 2013 and held it in 2 quarters. The position peaked at $803K in Q4 2017. 153 funds tracked by Wall St. Rank hold OTTR as of Q1 2018.

  • Convergence Investment Partners reported no remaining Otter Tail position as of Q1 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 18,065 Otter Tail shares in Q1 2018, an estimated $803K.
  • Convergence Investment Partners first reported a position in Otter Tail in Q4 2013 and held it in 2 quarters.
  • Convergence Investment Partners's Otter Tail position peaked at $803K in Q4 2017.
  • 153 funds tracked by Wall St. Rank held Otter Tail as of Q1 2018.

Based on Convergence Investment Partners's 13F filing for Q1 2018, filed 14 May 2018.