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Jefferies Group’s Otter Tail OTTR Stock Holding History

Jefferies Group’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
2020
Q1 		– Sell
-4,569
Closed -$234K – 2504
2019
Q4 		$234K Buy
+4,569
New +$237K ﹤0.01% 2184
2017
Q3 		– Sell
-5,787
Closed -$229K – 2555
2017
Q2 		$229K Buy
+5,787
New +$227K ﹤0.01% 2000
2015
Q3 		– Sell
-35
Closed -$1K – 2835
2015
Q2 		$1K Buy
+35
New +$1K ﹤0.01% 3219

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jefferies Group's OTTR Position: Q1 2020 in Review

Jefferies Group sold out of Otter Tail (OTTR) in Q1 2020, closing a stake of 4,569 shares — an estimated $234K sold.

Jefferies Group first reported a position in OTTR in Q2 2015 and held it in 3 quarters. The position peaked at $234K in Q4 2019. 175 funds tracked by Wall St. Rank hold OTTR as of Q1 2020.

  • Jefferies Group reported no remaining Otter Tail position as of Q1 2020 after selling out during the quarter.
  • Jefferies Group sold 4,569 Otter Tail shares in Q1 2020, an estimated $234K.
  • Jefferies Group first reported a position in Otter Tail in Q2 2015 and held it in 3 quarters.
  • Jefferies Group's Otter Tail position peaked at $234K in Q4 2019.
  • 175 funds tracked by Wall St. Rank held Otter Tail as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.