NPC
OTTR icon

National Planning Corporation’s Otter Tail OTTR Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-7,613
Closed -$330K – 430
2017
Q3 		$330K Sell
7,613
-1,000
-12% -$41.4K 0.03% 494
2017
Q2 		$342K Hold
8,613
– – 0.03% 513
2017
Q1 		$327K Hold
8,613
– – 0.02% 492
2016
Q4 		$326K Hold
8,613
– – 0.03% 485
2016
Q3 		$305K Hold
8,613
– – 0.02% 477
2016
Q2 		$299K Hold
8,613
– – 0.02% 499
2016
Q1 		$258K Sell
8,613
-1,050
-11% -$28.8K 0.02% 506
2015
Q4 		$274K Buy
+9,663
New +$259K 0.02% 544
2015
Q1 		– Sell
-2,950
Closed -$91.9K – 1614
2014
Q4 		$91.9K Buy
+2,950
New +$87.1K 0.01% 970

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

National Planning Corporation's OTTR Position: Q4 2017 in Review

National Planning Corporation sold out of Otter Tail (OTTR) in Q4 2017, closing a stake of 7,613 shares — an estimated $330K sold.

National Planning Corporation first reported a position in OTTR in Q4 2014 and held it in 9 quarters. The position peaked at $342K in Q2 2017. 154 funds tracked by Wall St. Rank hold OTTR as of Q4 2017.

  • National Planning Corporation reported no remaining Otter Tail position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 7,613 Otter Tail shares in Q4 2017, an estimated $330K.
  • National Planning Corporation first reported a position in Otter Tail in Q4 2014 and held it in 9 quarters.
  • National Planning Corporation's Otter Tail position peaked at $342K in Q2 2017.
  • 154 funds tracked by Wall St. Rank held Otter Tail as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.