Next Financial Group’s Otter Tail OTTR Stock Holding History

Next Financial Group’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 Q1	–	Sell	-800	Closed	-$33K	–	2170
2016 Q4	$33K	Hold	800	–	–	0.01%	1128
2016 Q3	$28K	Buy	+800	New	+$27.7K	0.01%	1204
2016 Q2	–	Sell	-300	Closed	-$8K	–	1825
2016 Q1	$8K	Buy	+300	New	+$8.23K	﹤0.01%	1245
2014 Q4	–	Sell	-800	Closed	-$21K	–	2219
2014 Q3	$21K	Buy	+800	New	+$22.6K	﹤0.01%	1390

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

Next Financial Group's OTTR Position: Q1 2017 in Review

Next Financial Group sold out of Otter Tail (OTTR) in Q1 2017, closing a stake of 800 shares — an estimated $33K sold.

Next Financial Group first reported a position in OTTR in Q3 2014 and held it in 4 quarters. The position peaked at $33K in Q4 2016. 137 funds tracked by Wall St. Rank hold OTTR as of Q1 2017.

Next Financial Group reported no remaining Otter Tail position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 800 Otter Tail shares in Q1 2017, an estimated $33K.
Next Financial Group first reported a position in Otter Tail in Q3 2014 and held it in 4 quarters.
Next Financial Group's Otter Tail position peaked at $33K in Q4 2016.
137 funds tracked by Wall St. Rank held Otter Tail as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.