CX Institutional’s Otter Tail OTTR Stock Holding History

CX Institutional’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
2019 Q3	–	Sell	-18	Closed	-$1K	–	912
2019 Q2	$1K	Buy	+18	New	+$917	﹤0.01%	884

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

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

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

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

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

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

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

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

CX Institutional's OTTR Position: Q3 2019 in Review

CX Institutional sold out of Otter Tail (OTTR) in Q3 2019, closing a stake of 18 shares — an estimated $1K sold.

CX Institutional first reported a position in OTTR in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 183 funds tracked by Wall St. Rank hold OTTR as of Q3 2019.

CX Institutional reported no remaining Otter Tail position as of Q3 2019 after selling out during the quarter.
CX Institutional sold 18 Otter Tail shares in Q3 2019, an estimated $1K.
CX Institutional first reported a position in Otter Tail in Q2 2019 and held it in 1 quarter.
CX Institutional's Otter Tail position peaked at $1K in Q2 2019.
183 funds tracked by Wall St. Rank held Otter Tail as of Q3 2019.

Based on CX Institutional's 13F filing for Q3 2019, filed 10 Oct 2019.