MYCIO Wealth Partners’s Otter Tail OTTR Stock Holding History

MYCIO Wealth Partners’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	-233	Closed	-$8K	–	517
2016 Q3	$8K	Hold	233	–	–	﹤0.01%	600
2016 Q2	$8K	Hold	233	–	–	﹤0.01%	594
2016 Q1	$7K	Hold	233	–	–	﹤0.01%	568
2015 Q4	$6K	Hold	233	–	–	﹤0.01%	587
2015 Q3	$6K	Hold	233	–	–	﹤0.01%	640
2015 Q2	$6K	Hold	233	–	–	﹤0.01%	578
2015 Q1	$7K	Hold	233	–	–	﹤0.01%	517
2014 Q4	$7K	Buy	+233	New	+$6.88K	﹤0.01%	495

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

MYCIO Wealth Partners's OTTR Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Otter Tail (OTTR) in Q4 2016, closing a stake of 233 shares — an estimated $8K sold.

MYCIO Wealth Partners first reported a position in OTTR in Q4 2014 and held it in 8 quarters. The position peaked at $8K in Q3 2016. 143 funds tracked by Wall St. Rank hold OTTR as of Q4 2016.

MYCIO Wealth Partners reported no remaining Otter Tail position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 233 Otter Tail shares in Q4 2016, an estimated $8K.
MYCIO Wealth Partners first reported a position in Otter Tail in Q4 2014 and held it in 8 quarters.
MYCIO Wealth Partners's Otter Tail position peaked at $8K in Q3 2016.
143 funds tracked by Wall St. Rank held Otter Tail as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.