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Murphy Capital Management’s Otter Tail OTTR Stock Holding History

Murphy Capital Management’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
Q1 		– Sell
-4,125
Closed -$204K – 253
2018
Q4 		$204K Sell
4,125
-475
-10% -$22.7K 0.03% 228
2018
Q3 		$220K Sell
4,600
-400
-8% -$19.3K 0.03% 252
2018
Q2 		$238K Hold
5,000
– – 0.03% 250
2018
Q1 		$216K Hold
5,000
– – 0.03% 251
2017
Q4 		$222K Hold
5,000
– – 0.03% 246
2017
Q3 		$216K Buy
+5,000
New +$207K 0.03% 250
2017
Q1 		– Sell
-5,000
Closed -$204K – 280
2016
Q4 		$204K Buy
+5,000
New +$186K 0.03% 265
2016
Q2 		– Sell
-7,150
Closed -$211K – 309
2016
Q1 		$211K Buy
+7,150
New +$196K 0.03% 272
2015
Q4 		– Sell
-9,700
Closed -$252K – 324
2015
Q3 		$252K Buy
9,700
+1,850
+24% +$48.9K 0.04% 257
2015
Q2 		$208K Sell
7,850
-400
-5% -$11.5K 0.03% 299
2015
Q1 		$265K Sell
8,250
-3,750
-31% -$119K 0.04% 276
2014
Q4 		$371K Hold
12,000
– – 0.06% 242
2014
Q3 		$320K Buy
12,000
+2,000
+20% +$56.6K 0.05% 268
2014
Q2 		$302K Buy
10,000
+2,500
+33% +$72.8K 0.05% 265
2014
Q1 		$230K Buy
+7,500
New +$221K 0.04% 301
2013
Q3 		– Sell
-7,200
Closed -$204K – 310
2013
Q2 		$204K Buy
+7,200
New +$212K 0.04% 279

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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Murphy Capital Management's OTTR Position: Q1 2019 in Review

Murphy Capital Management sold out of Otter Tail (OTTR) in Q1 2019, closing a stake of 4,125 shares — an estimated $204K sold.

Murphy Capital Management first reported a position in OTTR in Q2 2013 and held it in 16 quarters. The position peaked at $371K in Q4 2014. 177 funds tracked by Wall St. Rank hold OTTR as of Q1 2019.

  • Murphy Capital Management reported no remaining Otter Tail position as of Q1 2019 after selling out during the quarter.
  • Murphy Capital Management sold 4,125 Otter Tail shares in Q1 2019, an estimated $204K.
  • Murphy Capital Management first reported a position in Otter Tail in Q2 2013 and held it in 16 quarters.
  • Murphy Capital Management's Otter Tail position peaked at $371K in Q4 2014.
  • 177 funds tracked by Wall St. Rank held Otter Tail as of Q1 2019.

Based on Murphy Capital Management's 13F filing for Q1 2019, filed 11 Apr 2019.