Gary Goldberg Planning Services’s Otter Tail OTTR Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$13K	Buy	413 +4	+1%	+$118	0.01%	336
2014 Q3	$11K	Buy	409 +5	+1%	+$141	﹤0.01%	373
2014 Q2	$12K	Buy	404 +4	+1%	+$116	0.01%	337
2014 Q1	$12K	Buy	+400	New	+$11.8K	0.01%	319

Other funds holding OTTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Gary Goldberg Planning Services's OTTR Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Otter Tail (OTTR) stake by 0.98% in Q4 2014, buying an estimated $118 and bringing the position to 413 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #336.

Gary Goldberg Planning Services first reported a position in OTTR in Q1 2014 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold OTTR as of Q4 2014.

Gary Goldberg Planning Services held 413 shares of Otter Tail worth $13K as of Q4 2014.
Gary Goldberg Planning Services bought 4 Otter Tail shares in Q4 2014, an estimated $118.
Otter Tail made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #336 holding.
Gary Goldberg Planning Services first reported a position in Otter Tail in Q1 2014 and has held it in 4 quarters since.
121 funds tracked by Wall St. Rank held Otter Tail as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.