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IndexIQ Advisors’s Otter Tail OTTR Stock Holding History

IndexIQ Advisors’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
2022
Q1 		$404K Sell
6,456
-2,691
-29% -$169K 0.01% 621
2021
Q4 		$653K Sell
9,147
-591
-6% -$38.2K 0.02% 403
2021
Q3 		$545K Buy
9,738
+976
+11% +$51.7K 0.02% 489
2021
Q2 		$428K Buy
8,762
+73
+0.8% +$3.49K 0.01% 594
2021
Q1 		$401K Buy
8,689
+3,978
+84% +$170K 0.01% 688
2020
Q4 		$201K Buy
4,711
+487
+12% +$19.9K 0.01% 908
2020
Q3 		$153K Buy
4,224
+228
+6% +$8.77K 0.01% 835
2020
Q2 		$155K Sell
3,996
-56
-1% -$2.36K 0.01% 782
2020
Q1 		$180K Buy
+4,052
New +$202K 0.01% 663

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

IndexIQ Advisors's OTTR Position: Q1 2022 in Review

IndexIQ Advisors reduced its Otter Tail (OTTR) stake by 29% in Q1 2022, selling an estimated $169K and leaving 6,456 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #621.

IndexIQ Advisors first reported a position in OTTR in Q1 2020 and has held it in 9 quarters since. The position peaked at $653K in Q4 2021. 235 funds tracked by Wall St. Rank hold OTTR as of Q1 2022.

  • IndexIQ Advisors held 6,456 shares of Otter Tail worth $404K as of Q1 2022.
  • IndexIQ Advisors sold 2,691 Otter Tail shares in Q1 2022, an estimated $169K.
  • Otter Tail made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #621 holding.
  • IndexIQ Advisors first reported a position in Otter Tail in Q1 2020 and has held it in 9 quarters since.
  • IndexIQ Advisors's Otter Tail position peaked at $653K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Otter Tail as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.