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Legacy Financial Advisors’s Otter Tail OTTR Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-666
Closed -$33K – 668
2019
Q1 		$33K Hold
666
– – 0.01% 353
2018
Q4 		$33K Hold
666
– – 0.01% 316
2018
Q3 		$31K Hold
666
– – 0.01% 305
2018
Q2 		$32K Hold
666
– – 0.01% 306
2018
Q1 		$29K Hold
666
– – 0.01% 307
2017
Q4 		$29K Buy
+666
New +$30.5K 0.01% 311

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
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
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
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

Legacy Financial Advisors's OTTR Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Otter Tail (OTTR) in Q2 2019, closing a stake of 666 shares — an estimated $33K sold.

Legacy Financial Advisors first reported a position in OTTR in Q4 2017 and held it in 6 quarters. The position peaked at $33K in Q1 2019. 174 funds tracked by Wall St. Rank hold OTTR as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Otter Tail position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 666 Otter Tail shares in Q2 2019, an estimated $33K.
  • Legacy Financial Advisors first reported a position in Otter Tail in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Otter Tail position peaked at $33K in Q1 2019.
  • 174 funds tracked by Wall St. Rank held Otter Tail as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.