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Financial Gravity Companies’s Otter Tail OTTR Stock Holding History

Financial Gravity Companies’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
Q4 		$0 Buy
+6
New +$286 ﹤0.01% 1476
2018
Q1 		– Sell
-37
Closed -$1.55K – 1571
2017
Q4 		$2K Buy
+37
New +$1.7K ﹤0.01% 967

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Gravity Companies's OTTR Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Otter Tail (OTTR) in Q4 2018: 6 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1476 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in OTTR as recently as Q4 2017.

Financial Gravity Companies first reported a position in OTTR in Q4 2017 and has held it in 2 quarters since. The position peaked at $2K in Q4 2017. 178 funds tracked by Wall St. Rank hold OTTR as of Q4 2018.

  • Financial Gravity Companies held 6 shares of Otter Tail worth $0 as of Q4 2018.
  • Otter Tail was a new Financial Gravity Companies position in Q4 2018.
  • Otter Tail made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1476 holding.
  • Financial Gravity Companies first reported a position in Otter Tail in Q4 2017 and has held it in 2 quarters since.
  • Financial Gravity Companies's Otter Tail position peaked at $2K in Q4 2017.
  • 178 funds tracked by Wall St. Rank held Otter Tail as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.