Loomis, Sayles & Company
OTTR icon

Loomis, Sayles & Company’s Otter Tail OTTR Stock Holding History

Loomis, Sayles & Company’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
-125
Closed -$6K – 695
2019
Q1 		$6K Hold
125
– – ﹤0.01% 741
2018
Q4 		$6K Sell
125
-55
-31% -$2.63K ﹤0.01% 813
2018
Q3 		$9K Buy
+180
New +$8.7K ﹤0.01% 821

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

Loomis, Sayles & Company's OTTR Position: Q2 2019 in Review

Loomis, Sayles & Company sold out of Otter Tail (OTTR) in Q2 2019, closing a stake of 125 shares — an estimated $6K sold.

Loomis, Sayles & Company first reported a position in OTTR in Q3 2018 and held it in 3 quarters. The position peaked at $9K in Q3 2018. 174 funds tracked by Wall St. Rank hold OTTR as of Q2 2019.

  • Loomis, Sayles & Company reported no remaining Otter Tail position as of Q2 2019 after selling out during the quarter.
  • Loomis, Sayles & Company sold 125 Otter Tail shares in Q2 2019, an estimated $6K.
  • Loomis, Sayles & Company first reported a position in Otter Tail in Q3 2018 and held it in 3 quarters.
  • Loomis, Sayles & Company's Otter Tail position peaked at $9K in Q3 2018.
  • 174 funds tracked by Wall St. Rank held Otter Tail as of Q2 2019.

Based on Loomis, Sayles & Company's 13F filing for Q2 2019, filed 14 Aug 2019.