Marshall Wace North America’s Otter Tail OTTR Stock Holding History

Marshall Wace North America’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 Q2	–	Sell	-9,295	Closed	-$414K	–	1385
2020 Q1	$414K	Buy	+9,295	New	+$463K	﹤0.01%	795
2019 Q1	–	Sell	-982	Closed	-$49K	–	1813
2018 Q4	$49K	Buy	+982	New	+$46.9K	﹤0.01%	1255
2018 Q3	–	Sell	-9,668	Closed	-$460K	–	1248
2018 Q2	$460K	Buy	+9,668	New	+$436K	﹤0.01%	1098
2017 Q3	–	Sell	-26,424	Closed	-$1.06M	–	1442
2017 Q2	$1.06M	Buy	+26,424	New	+$1.04M	0.01%	923

Other funds holding OTTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Marshall Wace North America's OTTR Position: Q2 2020 in Review

Marshall Wace North America sold out of Otter Tail (OTTR) in Q2 2020, closing a stake of 9,295 shares — an estimated $414K sold.

Marshall Wace North America first reported a position in OTTR in Q2 2017 and held it in 4 quarters. The position peaked at $1.06M in Q2 2017. 171 funds tracked by Wall St. Rank hold OTTR as of Q2 2020.

Marshall Wace North America reported no remaining Otter Tail position as of Q2 2020 after selling out during the quarter.
Marshall Wace North America sold 9,295 Otter Tail shares in Q2 2020, an estimated $414K.
Marshall Wace North America first reported a position in Otter Tail in Q2 2017 and held it in 4 quarters.
Marshall Wace North America's Otter Tail position peaked at $1.06M in Q2 2017.
171 funds tracked by Wall St. Rank held Otter Tail as of Q2 2020.

Based on Marshall Wace North America's 13F filing for Q2 2020, filed 13 Aug 2020.