Första AP-fonden’s Otter Tail OTTR Stock Holding History

Första AP-fonden’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 Q4	–	Sell	-8,900	Closed	-$478K	–	315
2019 Q3	$478K	Hold	8,900	–	–	0.02%	296
2019 Q2	$470K	Hold	8,900	–	–	0.02%	252
2019 Q1	$443K	Hold	8,900	–	–	0.02%	262
2018 Q4	$442K	Sell	8,900 -1,900	-18%	-$90.7K	0.02%	256
2018 Q3	$517K	Sell	10,800 -3,600	-25%	-$174K	0.02%	285
2018 Q2	$685K	Buy	+14,400	New	+$649K	0.03%	297

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Första AP-fonden's OTTR Position: Q4 2019 in Review

Första AP-fonden sold out of Otter Tail (OTTR) in Q4 2019, closing a stake of 8,900 shares — an estimated $478K sold.

Första AP-fonden first reported a position in OTTR in Q2 2018 and held it in 6 quarters. The position peaked at $685K in Q2 2018. 178 funds tracked by Wall St. Rank hold OTTR as of Q4 2019.

Första AP-fonden reported no remaining Otter Tail position as of Q4 2019 after selling out during the quarter.
Första AP-fonden sold 8,900 Otter Tail shares in Q4 2019, an estimated $478K.
Första AP-fonden first reported a position in Otter Tail in Q2 2018 and held it in 6 quarters.
Första AP-fonden's Otter Tail position peaked at $685K in Q2 2018.
178 funds tracked by Wall St. Rank held Otter Tail as of Q4 2019.

Based on Första AP-fonden's 13F filing for Q4 2019, filed 12 Feb 2020.