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Jupiter Investment Management’s Otter Tail OTTR Stock Holding History

Jupiter Investment Management’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
2018
Q1 		– Sell
-8,011
Closed -$356K – 422
2017
Q4 		$356K Buy
8,011
+1,771
+28% +$81.2K ﹤0.01% 300
2017
Q3 		$270K Buy
6,240
+3,517
+129% +$145K ﹤0.01% 295
2017
Q2 		$107K Buy
+2,723
New +$107K ﹤0.01% 361

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Jupiter Investment Management's OTTR Position: Q1 2018 in Review

Jupiter Investment Management sold out of Otter Tail (OTTR) in Q1 2018, closing a stake of 8,011 shares — an estimated $356K sold.

Jupiter Investment Management first reported a position in OTTR in Q2 2017 and held it in 3 quarters. The position peaked at $356K in Q4 2017. 153 funds tracked by Wall St. Rank hold OTTR as of Q1 2018.

  • Jupiter Investment Management reported no remaining Otter Tail position as of Q1 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 8,011 Otter Tail shares in Q1 2018, an estimated $356K.
  • Jupiter Investment Management first reported a position in Otter Tail in Q2 2017 and held it in 3 quarters.
  • Jupiter Investment Management's Otter Tail position peaked at $356K in Q4 2017.
  • 153 funds tracked by Wall St. Rank held Otter Tail as of Q1 2018.

Based on Jupiter Investment Management's 13F filing for Q1 2018, filed 14 May 2018.