Fortem Financial Group’s Otter Tail OTTR Stock Holding History

Fortem Financial Group’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 Q1	–	Sell	-685	Closed	-$29K	–	358
2020 Q4	$29K	Buy	+685	New	+$27.9K	0.02%	285

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Fortem Financial Group's OTTR Position: Q1 2021 in Review

Fortem Financial Group sold out of Otter Tail (OTTR) in Q1 2021, closing a stake of 685 shares — an estimated $29K sold.

Fortem Financial Group first reported a position in OTTR in Q4 2020 and held it in 1 quarter. The position peaked at $29K in Q4 2020. 173 funds tracked by Wall St. Rank hold OTTR as of Q1 2021.

Fortem Financial Group reported no remaining Otter Tail position as of Q1 2021 after selling out during the quarter.
Fortem Financial Group sold 685 Otter Tail shares in Q1 2021, an estimated $29K.
Fortem Financial Group first reported a position in Otter Tail in Q4 2020 and held it in 1 quarter.
Fortem Financial Group's Otter Tail position peaked at $29K in Q4 2020.
173 funds tracked by Wall St. Rank held Otter Tail as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.