Eaton Vance Management’s Otter Tail OTTR Stock Holding History

Eaton Vance 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
2021 Q2	–	Sell	-398	Closed	-$18K	–	2960
2021 Q1	$18K	Buy	+398	New	+$17K	﹤0.01%	2131
2015 Q3	–	Sell	-9,540	Closed	-$254K	–	964
2015 Q2	$254K	Sell	9,540 -34,940	-79%	-$1M	﹤0.01%	874
2015 Q1	$1.43M	Buy	+44,480	New	+$1.42M	﹤0.01%	608

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

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

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

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

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

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

Eaton Vance Management's OTTR Position: Q2 2021 in Review

Eaton Vance Management sold out of Otter Tail (OTTR) in Q2 2021, closing a stake of 398 shares — an estimated $18K sold.

Eaton Vance Management first reported a position in OTTR in Q1 2015 and held it in 3 quarters. The position peaked at $1.43M in Q1 2015. 168 funds tracked by Wall St. Rank hold OTTR as of Q2 2021.

Eaton Vance Management reported no remaining Otter Tail position as of Q2 2021 after selling out during the quarter.
Eaton Vance Management sold 398 Otter Tail shares in Q2 2021, an estimated $18K.
Eaton Vance Management first reported a position in Otter Tail in Q1 2015 and held it in 3 quarters.
Eaton Vance Management's Otter Tail position peaked at $1.43M in Q1 2015.
168 funds tracked by Wall St. Rank held Otter Tail as of Q2 2021.

Based on Eaton Vance Management's 13F filing for Q2 2021, filed 16 Aug 2021.