Iowa State Bank’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,796
| Closed | -$577K | – | 110 |
|
|
2023
Q4 | $577K | Hold |
6,796
| – | – | 0.14% | 88 |
|
|
2023
Q3 | $516K | Hold |
6,796
| – | – | 0.13% | 88 |
|
|
2023
Q2 | $537K | Hold |
6,796
| – | – | 0.13% | 88 |
|
|
2023
Q1 | $491K | Hold |
6,796
| – | – | 0.12% | 89 |
|
|
2022
Q4 | $399K | Hold |
6,796
| – | – | 0.1% | 96 |
|
|
2022
Q3 | $418K | Hold |
6,796
| – | – | 0.12% | 86 |
|
|
2022
Q2 | $456K | Hold |
6,796
| – | – | 0.12% | 89 |
|
|
2022
Q1 | $425K | Hold |
6,796
| – | – | 0.1% | 93 |
|
|
2021
Q4 | $485K | Hold |
6,796
| – | – | 0.11% | 96 |
|
|
2021
Q3 | $380K | Hold |
6,796
| – | – | 0.11% | 103 |
|
|
2021
Q2 | $332K | Hold |
6,796
| – | – | 0.09% | 104 |
|
|
2021
Q1 | $314K | Hold |
6,796
| – | – | 0.09% | 103 |
|
|
2020
Q4 | $290K | Hold |
6,796
| – | – | 0.1% | 105 |
|
|
2020
Q3 | $246K | Hold |
6,796
| – | – | 0.1% | 105 |
|
|
2020
Q2 | $264K | Hold |
6,796
| – | – | 0.11% | 94 |
|
|
2020
Q1 | $302K | Hold |
6,796
| – | – | 0.14% | 103 |
|
|
2019
Q4 | $349K | Hold |
6,796
| – | – | 0.12% | 109 |
|
|
2019
Q3 | $365K | Hold |
6,796
| – | – | 0.14% | 101 |
|
|
2019
Q2 | $359K | Hold |
6,796
| – | – | 0.16% | 84 |
|
|
2019
Q1 | $339K | Hold |
6,796
| – | – | 0.16% | 85 |
|
|
2018
Q4 | $337K | Hold |
6,796
| – | – | 0.17% | 81 |
|
|
2018
Q3 | $326K | Sell |
6,796
-6,797
| -50% | -$329K | 0.15% | 86 |
|
|
2018
Q2 | $647K | Hold |
13,593
| – | – | 0.31% | 63 |
|
|
2018
Q1 | $589K | Hold |
13,593
| – | – | 0.29% | 68 |
|
|
2017
Q4 | $604K | Hold |
13,593
| – | – | 0.27% | 67 |
|
|
2017
Q3 | $589K | Hold |
13,593
| – | – | 0.28% | 65 |
|
|
2017
Q2 | $538K | Hold |
13,593
| – | – | 0.26% | 66 |
|
|
2017
Q1 | $515K | Hold |
13,593
| – | – | 0.25% | 61 |
|
|
2016
Q4 | $555K | Hold |
13,593
| – | – | 0.28% | 58 |
|
|
2016
Q3 | $470K | Hold |
13,593
| – | – | 0.25% | 58 |
|
|
2016
Q2 | $455K | Hold |
13,593
| – | – | 0.25% | 60 |
|
|
2016
Q1 | $403K | Hold |
13,593
| – | – | 0.23% | 61 |
|
|
2015
Q4 | $362K | Buy |
+13,593
| New | +$365K | 0.21% | 64 |
|
Other funds holding OTTR
GF
Iowa State Bank's OTTR Position: Q1 2024 in Review
Iowa State Bank sold out of Otter Tail (OTTR) in Q1 2024, closing a stake of 6,796 shares — an estimated $577K sold.
Iowa State Bank first reported a position in OTTR in Q4 2015 and held it in 33 quarters. The position peaked at $647K in Q2 2018. 304 funds tracked by Wall St. Rank hold OTTR as of Q1 2024.
- Iowa State Bank reported no remaining Otter Tail position as of Q1 2024 after selling out during the quarter.
- Iowa State Bank sold 6,796 Otter Tail shares in Q1 2024, an estimated $577K.
- Iowa State Bank first reported a position in Otter Tail in Q4 2015 and held it in 33 quarters.
- Iowa State Bank's Otter Tail position peaked at $647K in Q2 2018.
- 304 funds tracked by Wall St. Rank held Otter Tail as of Q1 2024.
Based on Iowa State Bank's 13F filing for Q1 2024, filed 23 Apr 2024.