Credential Securities’s Otter Tail OTTR Stock Holding History

Credential Securities’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
2017 Q3	–	Sell	-15	Closed	-$598	–	275
2017 Q2	$598	Buy	+15	New	+$590	﹤0.01%	258

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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Credential Securities's OTTR Position: Q3 2017 in Review

Credential Securities sold out of Otter Tail (OTTR) in Q3 2017, closing a stake of 15 shares — an estimated $598 sold.

Credential Securities first reported a position in OTTR in Q2 2017 and held it in 1 quarter. The position peaked at $598 in Q2 2017. 136 funds tracked by Wall St. Rank hold OTTR as of Q3 2017.

Credential Securities reported no remaining Otter Tail position as of Q3 2017 after selling out during the quarter.
Credential Securities sold 15 Otter Tail shares in Q3 2017, an estimated $598.
Credential Securities first reported a position in Otter Tail in Q2 2017 and held it in 1 quarter.
Credential Securities's Otter Tail position peaked at $598 in Q2 2017.
136 funds tracked by Wall St. Rank held Otter Tail as of Q3 2017.

Based on Credential Securities's 13F filing for Q3 2017, filed 21 Jul 2025.