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Freedom Investment Management’s Otter Tail OTTR Stock Holding History

Freedom Investment Management’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
Q2 		– Sell
-7,547
Closed -$327K – 1078
2018
Q1 		$327K Buy
7,547
+220
+3% +$9.21K 0.02% 853
2017
Q4 		$326K Sell
7,327
-33
-0.4% -$1.51K 0.02% 851
2017
Q3 		$319K Sell
7,360
-65
-0.9% -$2.69K 0.02% 816
2017
Q2 		$294K Buy
7,425
+129
+2% +$5.07K 0.02% 795
2017
Q1 		$277K Buy
+7,296
New +$276K 0.02% 817
2016
Q4 		– Sell
-9,177
Closed -$317K – 1035
2016
Q3 		$317K Buy
+9,177
New +$317K 0.02% 614

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedom Investment Management's OTTR Position: Q2 2018 in Review

Freedom Investment Management sold out of Otter Tail (OTTR) in Q2 2018, closing a stake of 7,547 shares — an estimated $327K sold.

Freedom Investment Management first reported a position in OTTR in Q3 2016 and held it in 6 quarters. The position peaked at $327K in Q1 2018. 152 funds tracked by Wall St. Rank hold OTTR as of Q2 2018.

  • Freedom Investment Management reported no remaining Otter Tail position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 7,547 Otter Tail shares in Q2 2018, an estimated $327K.
  • Freedom Investment Management first reported a position in Otter Tail in Q3 2016 and held it in 6 quarters.
  • Freedom Investment Management's Otter Tail position peaked at $327K in Q1 2018.
  • 152 funds tracked by Wall St. Rank held Otter Tail as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.