Miller Howard Investments’s Otter Tail OTTR Stock Holding History

Miller Howard Investments’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
2016 Q4	–	Sell	-53,860	Closed	-$1.86M	–	196
2016 Q3	$1.86M	Buy	53,860 +296	+0.6%	+$10.2K	0.03%	145
2016 Q2	$1.79M	Sell	53,564 -663	-1%	-$19.9K	0.03%	145
2016 Q1	$1.61M	Buy	54,227 +5,510	+11%	+$151K	0.03%	170
2015 Q4	$1.3M	Sell	48,717 -12,335	-20%	-$331K	0.02%	169
2015 Q3	$1.59M	Sell	61,052 -4,143	-6%	-$109K	0.03%	159
2015 Q2	$1.73M	Buy	65,195 +5,771	+10%	+$166K	0.02%	155
2015 Q1	$1.91M	Sell	59,424 -664	-1%	-$21.1K	0.03%	149
2014 Q4	$1.86M	Buy	60,088 +1,352	+2%	+$39.9K	0.03%	157
2014 Q3	$1.57M	Buy	58,736 +3,242	+6%	+$91.7K	0.02%	150
2014 Q2	$1.68M	Buy	55,494 +4,555	+9%	+$133K	0.03%	147
2014 Q1	$1.57M	Buy	+50,939	New	+$1.5M	0.03%	138

Other funds holding OTTR

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Miller Howard Investments's OTTR Position: Q4 2016 in Review

Miller Howard Investments sold out of Otter Tail (OTTR) in Q4 2016, closing a stake of 53,860 shares — an estimated $1.86M sold.

Miller Howard Investments first reported a position in OTTR in Q1 2014 and held it in 11 quarters. The position peaked at $1.91M in Q1 2015. 143 funds tracked by Wall St. Rank hold OTTR as of Q4 2016.

Miller Howard Investments reported no remaining Otter Tail position as of Q4 2016 after selling out during the quarter.
Miller Howard Investments sold 53,860 Otter Tail shares in Q4 2016, an estimated $1.86M.
Miller Howard Investments first reported a position in Otter Tail in Q1 2014 and held it in 11 quarters.
Miller Howard Investments's Otter Tail position peaked at $1.91M in Q1 2015.
143 funds tracked by Wall St. Rank held Otter Tail as of Q4 2016.

Based on Miller Howard Investments's 13F filing for Q4 2016, filed 6 Feb 2017.