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Ladenburg Thalmann Financial Services’s Otter Tail OTTR Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$851K Sell
16,596
-1,015
-6% -$52.7K 0.01% 1396
2019
Q3 		$947K Buy
17,611
+508
+3% +$26.6K 0.01% 1285
2019
Q2 		$903K Buy
17,103
+1,242
+8% +$63.3K 0.01% 1301
2019
Q1 		$790K Buy
15,861
+1,249
+9% +$61.3K 0.01% 1338
2018
Q4 		$726K Buy
14,612
+401
+3% +$19.1K 0.01% 1257
2018
Q3 		$681K Sell
14,211
-171
-1% -$8.27K 0.01% 1381
2018
Q2 		$623K Hold
14,382
– – 0.01% 1400
2018
Q1 		$623K Buy
14,382
+87
+0.6% +$3.64K 0.01% 1400
2017
Q4 		$635K Buy
14,295
+7,042
+97% +$323K 0.01% 1370
2017
Q3 		$314K Buy
7,253
+2,866
+65% +$119K ﹤0.01% 1762
2017
Q2 		$174K Buy
4,387
+307
+8% +$12.1K ﹤0.01% 2119
2017
Q1 		$155K Sell
4,080
-543
-12% -$20.6K ﹤0.01% 2087
2016
Q4 		$188K Sell
4,623
-156
-3% -$5.8K ﹤0.01% 1862
2016
Q3 		$165K Buy
4,779
+1,105
+30% +$38.2K ﹤0.01% 1892
2016
Q2 		$123K Buy
3,674
+364
+11% +$10.9K ﹤0.01% 2008
2016
Q1 		$99K Buy
3,310
+318
+11% +$8.73K ﹤0.01% 2072
2015
Q4 		$80K Sell
2,992
-555
-16% -$14.9K ﹤0.01% 2232
2015
Q3 		$93K Sell
3,547
-1,828
-34% -$48.3K ﹤0.01% 2048
2015
Q2 		$143K Sell
5,375
-414
-7% -$11.9K ﹤0.01% 1839
2015
Q1 		$186K Buy
5,789
+537
+10% +$17.1K ﹤0.01% 1623
2014
Q4 		$163K Sell
5,252
-147
-3% -$4.34K ﹤0.01% 1581
2014
Q3 		$144K Sell
5,399
-389
-7% -$11K ﹤0.01% 1390
2014
Q2 		$175K Buy
5,788
+375
+7% +$10.9K ﹤0.01% 1271
2014
Q1 		$167K Buy
5,413
+590
+12% +$17.4K ﹤0.01% 1217
2013
Q4 		$141K Buy
4,823
+980
+26% +$28.5K ﹤0.01% 1254
2013
Q3 		$106K Buy
3,843
+319
+9% +$9.18K ﹤0.01% 1367
2013
Q2 		$100K Buy
+3,524
New +$104K ﹤0.01% 1315

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ladenburg Thalmann Financial Services's OTTR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Otter Tail (OTTR) stake by 5.8% in Q4 2019, selling an estimated $52.7K and leaving 16,596 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #1396.

Ladenburg Thalmann Financial Services first reported a position in OTTR in Q2 2013 and has held it in 27 quarters since. The position peaked at $947K in Q3 2019. 178 funds tracked by Wall St. Rank hold OTTR as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 16,596 shares of Otter Tail worth $851K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 1,015 Otter Tail shares in Q4 2019, an estimated $52.7K.
  • Otter Tail made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1396 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Otter Tail in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Otter Tail position peaked at $947K in Q3 2019.
  • 178 funds tracked by Wall St. Rank held Otter Tail as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.