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Financial Gravity Asset Management’s Otter Tail OTTR Stock Holding History

Financial Gravity Asset 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
2019
Q2 		– Sell
-60
Closed -$3K – 1546
2019
Q1 		$3K Buy
+60
New +$2.95K ﹤0.01% 860
2018
Q3 		$0 Buy
+3
New +$145 ﹤0.01% 1554

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Gravity Asset Management's OTTR Position: Q2 2019 in Review

Financial Gravity Asset Management sold out of Otter Tail (OTTR) in Q2 2019, closing a stake of 60 shares — an estimated $3K sold.

Financial Gravity Asset Management first reported a position in OTTR in Q3 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 174 funds tracked by Wall St. Rank hold OTTR as of Q2 2019.

  • Financial Gravity Asset Management reported no remaining Otter Tail position as of Q2 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 60 Otter Tail shares in Q2 2019, an estimated $3K.
  • Financial Gravity Asset Management first reported a position in Otter Tail in Q3 2018 and held it in 2 quarters.
  • Financial Gravity Asset Management's Otter Tail position peaked at $3K in Q1 2019.
  • 174 funds tracked by Wall St. Rank held Otter Tail as of Q2 2019.

Based on Financial Gravity Asset Management's 13F filing for Q2 2019, filed 26 Jul 2019.