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Fiduciary Alliance’s Otter Tail OTTR Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-540
Closed -$42.6K – 688
2023
Q2 		$42.6K Buy
+540
New +$40.5K 0.01% 338
2023
Q1 		– Sell
-876
Closed -$51.4K – 626
2022
Q4 		$51.4K Buy
+876
New +$52.5K 0.01% 224

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fiduciary Alliance's OTTR Position: Q3 2023 in Review

Fiduciary Alliance sold out of Otter Tail (OTTR) in Q3 2023, closing a stake of 540 shares — an estimated $42.6K sold.

Fiduciary Alliance first reported a position in OTTR in Q4 2022 and held it in 2 quarters. The position peaked at $51.4K in Q4 2022. 275 funds tracked by Wall St. Rank hold OTTR as of Q3 2023.

  • Fiduciary Alliance reported no remaining Otter Tail position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 540 Otter Tail shares in Q3 2023, an estimated $42.6K.
  • Fiduciary Alliance first reported a position in Otter Tail in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Otter Tail position peaked at $51.4K in Q4 2022.
  • 275 funds tracked by Wall St. Rank held Otter Tail as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.