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Milestone Investment Advisors’s Otter Tail OTTR Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-2,003
Closed -$152K – 342
2023
Q3 		$152K Buy
+2,003
New +$164K 0.04% 121
2023
Q2 		– Sell
-2,003
Closed -$145K – 338
2023
Q1 		$145K Buy
+2,003
New +$133K 0.04% 123

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Milestone Investment Advisors's OTTR Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Otter Tail (OTTR) in Q4 2023, closing a stake of 2,003 shares — an estimated $152K sold.

Milestone Investment Advisors first reported a position in OTTR in Q1 2023 and held it in 2 quarters. The position peaked at $152K in Q3 2023. 296 funds tracked by Wall St. Rank hold OTTR as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Otter Tail position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 2,003 Otter Tail shares in Q4 2023, an estimated $152K.
  • Milestone Investment Advisors first reported a position in Otter Tail in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Otter Tail position peaked at $152K in Q3 2023.
  • 296 funds tracked by Wall St. Rank held Otter Tail as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.