First Bank & Trust’s Otter Tail OTTR Stock Holding History

First Bank & Trust’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
2021 Q2	–	Sell	-300	Closed	-$14K	–	420
2021 Q1	$14K	Hold	300	–	–	0.01%	328
2020 Q4	$13K	Hold	300	–	–	0.01%	317
2020 Q3	$11K	Hold	300	–	–	0.01%	311
2020 Q2	$12K	Hold	300	–	–	0.01%	301
2020 Q1	$13K	Hold	300	–	–	0.01%	300
2019 Q4	$15K	Buy	+300	New	+$15.6K	0.01%	310

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Bank & Trust's OTTR Position: Q2 2021 in Review

First Bank & Trust sold out of Otter Tail (OTTR) in Q2 2021, closing a stake of 300 shares — an estimated $14K sold.

First Bank & Trust first reported a position in OTTR in Q4 2019 and held it in 6 quarters. The position peaked at $15K in Q4 2019. 168 funds tracked by Wall St. Rank hold OTTR as of Q2 2021.

First Bank & Trust reported no remaining Otter Tail position as of Q2 2021 after selling out during the quarter.
First Bank & Trust sold 300 Otter Tail shares in Q2 2021, an estimated $14K.
First Bank & Trust first reported a position in Otter Tail in Q4 2019 and held it in 6 quarters.
First Bank & Trust's Otter Tail position peaked at $15K in Q4 2019.
168 funds tracked by Wall St. Rank held Otter Tail as of Q2 2021.

Based on First Bank & Trust's 13F filing for Q2 2021, filed 10 Aug 2021.