Financial Architects (New Jersey)’s Otter Tail OTTR Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-300	Closed	-$12K	–	608
2020 Q2	$12K	Sell	300 -225	-43%	-$9.47K	﹤0.01%	624
2020 Q1	$23K	Hold	525	–	–	0.01%	485
2019 Q4	$27K	Hold	525	–	–	0.01%	526
2019 Q3	$28K	Hold	525	–	–	0.01%	535
2019 Q2	$28K	Hold	525	–	–	0.01%	632
2019 Q1	$26K	Hold	525	–	–	﹤0.01%	809
2018 Q4	$26K	Hold	525	–	–	0.01%	728
2018 Q3	$25K	Buy	525 +225	+75%	+$10.9K	﹤0.01%	865
2018 Q2	$14K	Hold	300	–	–	﹤0.01%	907
2018 Q1	$13K	Hold	300	–	–	﹤0.01%	1002
2017 Q4	$13K	Hold	300	–	–	﹤0.01%	1076
2017 Q3	$13K	Hold	300	–	–	﹤0.01%	1067
2017 Q2	$12K	Hold	300	–	–	﹤0.01%	1094
2017 Q1	$11K	Hold	300	–	–	﹤0.01%	1114
2016 Q4	$12K	Hold	300	–	–	﹤0.01%	968
2016 Q3	$10K	Hold	300	–	–	﹤0.01%	1002
2016 Q2	$10K	Hold	300	–	–	﹤0.01%	981
2016 Q1	$9K	Buy	+300	New	+$8.23K	﹤0.01%	783
2015 Q3	–	Sell	-300	Closed	-$8K	–	690
2015 Q2	$8K	Hold	300	–	–	﹤0.01%	847
2015 Q1	$10K	Hold	300	–	–	﹤0.01%	718
2014 Q4	$9K	Hold	300	–	–	﹤0.01%	693
2014 Q3	$8K	Hold	300	–	–	﹤0.01%	657
2014 Q2	$9K	Buy	+300	New	+$8.73K	﹤0.01%	664
2013 Q4	–	Sell	-300	Closed	-$8K	–	431
2013 Q3	$8K	Hold	300	–	–	0.01%	521
2013 Q2	$9K	Buy	+300	New	+$8.84K	0.01%	476

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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Financial Architects (New Jersey)'s OTTR Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Otter Tail (OTTR) in Q3 2020, closing a stake of 300 shares — an estimated $12K sold.

Financial Architects (New Jersey) first reported a position in OTTR in Q2 2013 and held it in 25 quarters. The position peaked at $28K in Q3 2019. 163 funds tracked by Wall St. Rank hold OTTR as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Otter Tail position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 300 Otter Tail shares in Q3 2020, an estimated $12K.
Financial Architects (New Jersey) first reported a position in Otter Tail in Q2 2013 and held it in 25 quarters.
Financial Architects (New Jersey)'s Otter Tail position peaked at $28K in Q3 2019.
163 funds tracked by Wall St. Rank held Otter Tail as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.