Moors & Cabot’s Otter Tail OTTR Stock Holding History

Moors & Cabot’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
2021 Q4	–	Sell	-6,275	Closed	-$351K	–	954
2021 Q3	$351K	Buy	+6,275	New	+$333K	0.02%	544

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

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

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

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Moors & Cabot's OTTR Position: Q4 2021 in Review

Moors & Cabot sold out of Otter Tail (OTTR) in Q4 2021, closing a stake of 6,275 shares — an estimated $351K sold.

Moors & Cabot first reported a position in OTTR in Q3 2021 and held it in 1 quarter. The position peaked at $351K in Q3 2021. 223 funds tracked by Wall St. Rank hold OTTR as of Q4 2021.

Moors & Cabot reported no remaining Otter Tail position as of Q4 2021 after selling out during the quarter.
Moors & Cabot sold 6,275 Otter Tail shares in Q4 2021, an estimated $351K.
Moors & Cabot first reported a position in Otter Tail in Q3 2021 and held it in 1 quarter.
Moors & Cabot's Otter Tail position peaked at $351K in Q3 2021.
223 funds tracked by Wall St. Rank held Otter Tail as of Q4 2021.

Based on Moors & Cabot's 13F filing for Q4 2021, filed 14 Feb 2022.