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Garrett Wealth Advisory Group’s Otter Tail OTTR Stock Holding History

Garrett Wealth Advisory 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
2019
Q4 		– Sell
-37
Closed -$1.99K – 471
2019
Q3 		$1.99K Buy
+37
New +$1.94K ﹤0.01% 555

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Garrett Wealth Advisory Group's OTTR Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Otter Tail (OTTR) in Q4 2019, closing a stake of 37 shares — an estimated $1.99K sold.

Garrett Wealth Advisory Group first reported a position in OTTR in Q3 2019 and held it in 1 quarter. The position peaked at $1.99K in Q3 2019. 178 funds tracked by Wall St. Rank hold OTTR as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Otter Tail position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 37 Otter Tail shares in Q4 2019, an estimated $1.99K.
  • Garrett Wealth Advisory Group first reported a position in Otter Tail in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Otter Tail position peaked at $1.99K in Q3 2019.
  • 178 funds tracked by Wall St. Rank held Otter Tail as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.