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Investment Centers of America’s Otter Tail OTTR Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-16,066
Closed -$697K – 344
2017
Q3 		$697K Sell
16,066
-8,695
-35% -$360K 0.05% 280
2017
Q2 		$983K Buy
24,761
+1,835
+8% +$72.1K 0.07% 226
2017
Q1 		$871K Buy
22,926
+21
+0.1% +$795 0.07% 255
2016
Q4 		$933K Buy
22,905
+2,019
+10% +$75.1K 0.08% 225
2016
Q3 		$719K Buy
20,886
+58
+0.3% +$2K 0.07% 238
2016
Q2 		$696K Sell
20,828
-6,285
-23% -$189K 0.08% 225
2016
Q1 		$804K Buy
27,113
+11,628
+75% +$319K 0.09% 211
2015
Q4 		$415K Sell
15,485
-1,710
-10% -$45.9K 0.05% 285
2015
Q3 		$447K Buy
17,195
+6,468
+60% +$171K 0.07% 256
2015
Q2 		$286K Sell
10,727
-2,071
-16% -$59.4K 0.04% 322
2015
Q1 		$413K Buy
12,798
+3,086
+32% +$98.3K 0.06% 298
2014
Q4 		$300K Sell
9,712
-1,628
-14% -$48.1K 0.06% 286
2014
Q3 		$302K Buy
+11,340
New +$321K 0.05% 303
2014
Q2 		– Sell
-14,556
Closed -$404K – 403
2014
Q1 		$404K Buy
14,556
+4,063
+39% +$120K 0.08% 227
2013
Q4 		$291K Sell
10,493
-4,063
-28% -$118K 0.14% 178
2013
Q3 		$404K Buy
+14,556
New +$419K 0.08% 230

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $609B AUM 40.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Investment Centers of America's OTTR Position: Q4 2017 in Review

Investment Centers of America sold out of Otter Tail (OTTR) in Q4 2017, closing a stake of 16,066 shares — an estimated $697K sold.

Investment Centers of America first reported a position in OTTR in Q3 2013 and held it in 16 quarters. The position peaked at $983K in Q2 2017. 154 funds tracked by Wall St. Rank hold OTTR as of Q4 2017.

  • Investment Centers of America reported no remaining Otter Tail position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 16,066 Otter Tail shares in Q4 2017, an estimated $697K.
  • Investment Centers of America first reported a position in Otter Tail in Q3 2013 and held it in 16 quarters.
  • Investment Centers of America's Otter Tail position peaked at $983K in Q2 2017.
  • 154 funds tracked by Wall St. Rank held Otter Tail as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.