First Allied Advisory Services’s Otis Worldwide OTIS Stock Holding History

First Allied Advisory Services’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$293K	Sell	4,692 -1,379	-23%	-$84.3K	0.01%	910
2020 Q2	$345K	Buy	+6,071	New	+$315K	0.01%	773

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

First Allied Advisory Services's OTIS Position: Q3 2020 in Review

First Allied Advisory Services reduced its Otis Worldwide (OTIS) stake by 23% in Q3 2020, selling an estimated $84.3K and leaving 4,692 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #910.

First Allied Advisory Services first reported a position in OTIS in Q2 2020 and has held it in 2 quarters since. The position peaked at $345K in Q2 2020. 1,111 funds tracked by Wall St. Rank hold OTIS as of Q3 2020.

First Allied Advisory Services held 4,692 shares of Otis Worldwide worth $293K as of Q3 2020.
First Allied Advisory Services sold 1,379 Otis Worldwide shares in Q3 2020, an estimated $84.3K.
Otis Worldwide made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #910 holding.
First Allied Advisory Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 2 quarters since.
First Allied Advisory Services's Otis Worldwide position peaked at $345K in Q2 2020.
1,111 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.