Howe & Rusling’s Otter Tail OTTR Stock Holding History

Howe & Rusling’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
2017 Q1	–	Sell	-1,697	Closed	-$69K	–	1040
2016 Q4	$69K	Buy	+1,697	New	+$63.1K	0.02%	233

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

Howe & Rusling's OTTR Position: Q1 2017 in Review

Howe & Rusling sold out of Otter Tail (OTTR) in Q1 2017, closing a stake of 1,697 shares — an estimated $69K sold.

Howe & Rusling first reported a position in OTTR in Q4 2016 and held it in 1 quarter. The position peaked at $69K in Q4 2016. 137 funds tracked by Wall St. Rank hold OTTR as of Q1 2017.

Howe & Rusling reported no remaining Otter Tail position as of Q1 2017 after selling out during the quarter.
Howe & Rusling sold 1,697 Otter Tail shares in Q1 2017, an estimated $69K.
Howe & Rusling first reported a position in Otter Tail in Q4 2016 and held it in 1 quarter.
Howe & Rusling's Otter Tail position peaked at $69K in Q4 2016.
137 funds tracked by Wall St. Rank held Otter Tail as of Q1 2017.

Based on Howe & Rusling's 13F filing for Q1 2017, filed 18 Apr 2017.