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Cornerstone Wealth Management’s Otter Tail OTTR Stock Holding History

Cornerstone Wealth 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
2020
Q2 		– Sell
-5,832
Closed -$259K – 401
2020
Q1 		$259K Buy
+5,832
New +$291K 0.05% 281
2018
Q4 		– Sell
-44,400
Closed -$1M – 913
2018
Q3 		$1M Sell
44,400
-3,800
-8% -$184K 0.01% 700
2018
Q2 		$1M Buy
+48,200
New +$2.17M 0.01% 769

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cornerstone Wealth Management's OTTR Position: Q2 2020 in Review

Cornerstone Wealth Management sold out of Otter Tail (OTTR) in Q2 2020, closing a stake of 5,832 shares — an estimated $259K sold.

Cornerstone Wealth Management first reported a position in OTTR in Q2 2018 and held it in 3 quarters. The position peaked at $1M in Q3 2018. 171 funds tracked by Wall St. Rank hold OTTR as of Q2 2020.

  • Cornerstone Wealth Management reported no remaining Otter Tail position as of Q2 2020 after selling out during the quarter.
  • Cornerstone Wealth Management sold 5,832 Otter Tail shares in Q2 2020, an estimated $259K.
  • Cornerstone Wealth Management first reported a position in Otter Tail in Q2 2018 and held it in 3 quarters.
  • Cornerstone Wealth Management's Otter Tail position peaked at $1M in Q3 2018.
  • 171 funds tracked by Wall St. Rank held Otter Tail as of Q2 2020.

Based on Cornerstone Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.