Orion Portfolio Solutions’s Otter Tail OTTR Stock Holding History

Orion Portfolio Solutions’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
2020 Q1	–	Sell	-5	Closed	–	–	2185
2019 Q4	$0	Buy	+5	New	+$260	﹤0.01%	1906

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

Orion Portfolio Solutions's OTTR Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of Otter Tail (OTTR) in Q1 2020, closing a stake of 5 shares.

Orion Portfolio Solutions first reported a position in OTTR in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 175 funds tracked by Wall St. Rank hold OTTR as of Q1 2020.

Orion Portfolio Solutions reported no remaining Otter Tail position as of Q1 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 5 Otter Tail shares in Q1 2020.
Orion Portfolio Solutions first reported a position in Otter Tail in Q4 2019 and held it in 1 quarter.
Orion Portfolio Solutions's Otter Tail position peaked at $0 in Q4 2019.
175 funds tracked by Wall St. Rank held Otter Tail as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.