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Kingsview Wealth Management’s Otter Tail OTTR Stock Holding History

Kingsview Wealth 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
2020
Q3 		– Sell
-5,789
Closed -$225K – 693
2020
Q2 		$225K Buy
+5,789
New +$244K 0.02% 501

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Kingsview Wealth Management's OTTR Position: Q3 2020 in Review

Kingsview Wealth Management sold out of Otter Tail (OTTR) in Q3 2020, closing a stake of 5,789 shares — an estimated $225K sold.

Kingsview Wealth Management first reported a position in OTTR in Q2 2020 and held it in 1 quarter. The position peaked at $225K in Q2 2020. 163 funds tracked by Wall St. Rank hold OTTR as of Q3 2020.

  • Kingsview Wealth Management reported no remaining Otter Tail position as of Q3 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 5,789 Otter Tail shares in Q3 2020, an estimated $225K.
  • Kingsview Wealth Management first reported a position in Otter Tail in Q2 2020 and held it in 1 quarter.
  • Kingsview Wealth Management's Otter Tail position peaked at $225K in Q2 2020.
  • 163 funds tracked by Wall St. Rank held Otter Tail as of Q3 2020.

Based on Kingsview Wealth Management's 13F filing for Q3 2020, filed 19 Nov 2020.