Elgethun Capital Management’s Otter Tail OTTR Stock Holding History

Elgethun Capital 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
2017 Q1	–	Sell	-104	Closed	-$4K	–	178
2016 Q4	$4K	Buy	+104	New	+$3.87K	﹤0.01%	251

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

Elgethun Capital Management's OTTR Position: Q1 2017 in Review

Elgethun Capital Management sold out of Otter Tail (OTTR) in Q1 2017, closing a stake of 104 shares — an estimated $4K sold.

Elgethun Capital Management first reported a position in OTTR in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 137 funds tracked by Wall St. Rank hold OTTR as of Q1 2017.

Elgethun Capital Management reported no remaining Otter Tail position as of Q1 2017 after selling out during the quarter.
Elgethun Capital Management sold 104 Otter Tail shares in Q1 2017, an estimated $4K.
Elgethun Capital Management first reported a position in Otter Tail in Q4 2016 and held it in 1 quarter.
Elgethun Capital Management's Otter Tail position peaked at $4K in Q4 2016.
137 funds tracked by Wall St. Rank held Otter Tail as of Q1 2017.

Based on Elgethun Capital Management's 13F filing for Q1 2017, filed 11 May 2017.