Evercore Wealth Management’s Otter Tail OTTR Stock Holding History

Evercore 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
2018 Q1	–	Sell	-1,000	Closed	-$44K	–	665
2017 Q4	$44K	Hold	1,000	–	–	﹤0.01%	601
2017 Q3	$43K	Hold	1,000	–	–	﹤0.01%	592
2017 Q2	$40K	Hold	1,000	–	–	﹤0.01%	609
2017 Q1	$38K	Sell	1,000 -400	-29%	-$15.2K	﹤0.01%	642
2016 Q4	$57K	Hold	1,400	–	–	﹤0.01%	583
2016 Q3	$48K	Sell	1,400 -100	-7%	-$3.46K	﹤0.01%	606
2016 Q2	$50K	Hold	1,500	–	–	﹤0.01%	581
2016 Q1	$44K	Hold	1,500	–	–	﹤0.01%	592
2015 Q4	$40K	Hold	1,500	–	–	﹤0.01%	633
2015 Q3	$39K	Hold	1,500	–	–	﹤0.01%	628
2015 Q2	$40K	Hold	1,500	–	–	﹤0.01%	673
2015 Q1	$48K	Hold	1,500	–	–	﹤0.01%	633
2014 Q4	$46K	Hold	1,500	–	–	﹤0.01%	562
2014 Q3	$40K	Hold	1,500	–	–	﹤0.01%	644
2014 Q2	$45K	Hold	1,500	–	–	﹤0.01%	627
2014 Q1	$46K	Hold	1,500	–	–	﹤0.01%	608
2013 Q4	$44K	Buy	+1,500	New	+$43.7K	﹤0.01%	579

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Evercore Wealth Management's OTTR Position: Q1 2018 in Review

Evercore Wealth Management sold out of Otter Tail (OTTR) in Q1 2018, closing a stake of 1,000 shares — an estimated $44K sold.

Evercore Wealth Management first reported a position in OTTR in Q4 2013 and held it in 17 quarters. The position peaked at $57K in Q4 2016. 153 funds tracked by Wall St. Rank hold OTTR as of Q1 2018.

Evercore Wealth Management reported no remaining Otter Tail position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,000 Otter Tail shares in Q1 2018, an estimated $44K.
Evercore Wealth Management first reported a position in Otter Tail in Q4 2013 and held it in 17 quarters.
Evercore Wealth Management's Otter Tail position peaked at $57K in Q4 2016.
153 funds tracked by Wall St. Rank held Otter Tail as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.