Edge Wealth Management’s Otter Tail OTTR Stock Holding History

Edge 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
2022 Q1	–	Sell	-319	Closed	-$23K	–	347
2021 Q4	$23K	Hold	319	–	–	﹤0.01%	247
2021 Q3	$18K	Hold	319	–	–	﹤0.01%	276
2021 Q2	$16K	Hold	319	–	–	﹤0.01%	289
2021 Q1	$15K	Hold	319	–	–	﹤0.01%	287
2020 Q4	$14K	Hold	319	–	–	﹤0.01%	264
2020 Q3	$12K	Hold	319	–	–	﹤0.01%	311
2020 Q2	$12K	Hold	319	–	–	﹤0.01%	443
2020 Q1	$14K	Hold	319	–	–	﹤0.01%	362
2019 Q4	$16K	Hold	319	–	–	﹤0.01%	362
2019 Q3	$17K	Hold	319	–	–	﹤0.01%	345
2019 Q2	$17K	Hold	319	–	–	﹤0.01%	356
2019 Q1	$16K	Hold	319	–	–	﹤0.01%	356
2018 Q4	$16K	Hold	319	–	–	﹤0.01%	355
2018 Q3	$15K	Hold	319	–	–	﹤0.01%	398
2018 Q2	$15K	Hold	319	–	–	﹤0.01%	377
2018 Q1	$14K	Hold	319	–	–	﹤0.01%	345
2017 Q4	$14K	Hold	319	–	–	﹤0.01%	346
2017 Q3	$14K	Hold	319	–	–	﹤0.01%	337
2017 Q2	$13K	Hold	319	–	–	﹤0.01%	345
2017 Q1	$12K	Hold	319	–	–	﹤0.01%	333
2016 Q4	$13K	Hold	319	–	–	﹤0.01%	312
2016 Q3	$11K	Hold	319	–	–	﹤0.01%	321
2016 Q2	$11K	Hold	319	–	–	﹤0.01%	308
2016 Q1	$9K	Hold	319	–	–	﹤0.01%	295
2015 Q4	$9K	Hold	319	–	–	﹤0.01%	304
2015 Q3	$8K	Hold	319	–	–	﹤0.01%	312
2015 Q2	$8K	Hold	319	–	–	﹤0.01%	314
2015 Q1	$10K	Hold	319	–	–	﹤0.01%	303
2014 Q4	$10K	Hold	319	–	–	﹤0.01%	309
2014 Q3	$9K	Hold	319	–	–	﹤0.01%	315
2014 Q2	$10K	Hold	319	–	–	﹤0.01%	293
2014 Q1	$10K	Hold	319	–	–	﹤0.01%	290
2013 Q4	$9K	Hold	319	–	–	﹤0.01%	275
2013 Q3	$9K	Hold	319	–	–	0.01%	249
2013 Q2	$9K	Buy	+319	New	+$9.4K	0.01%	241

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Edge Wealth Management's OTTR Position: Q1 2022 in Review

Edge Wealth Management sold out of Otter Tail (OTTR) in Q1 2022, closing a stake of 319 shares — an estimated $23K sold.

Edge Wealth Management first reported a position in OTTR in Q2 2013 and held it in 35 quarters. The position peaked at $23K in Q4 2021. 235 funds tracked by Wall St. Rank hold OTTR as of Q1 2022.

Edge Wealth Management reported no remaining Otter Tail position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 319 Otter Tail shares in Q1 2022, an estimated $23K.
Edge Wealth Management first reported a position in Otter Tail in Q2 2013 and held it in 35 quarters.
Edge Wealth Management's Otter Tail position peaked at $23K in Q4 2021.
235 funds tracked by Wall St. Rank held Otter Tail as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.