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Patriot Financial Group Insurance Agency’s Otter Tail OTTR Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-9
Closed – – 1799
2020
Q2 		$0 Hold
9
– – ﹤0.01% 1790
2020
Q1 		$0 Sell
9
-9
-50% -$448 ﹤0.01% 1683
2019
Q4 		$1K Hold
18
– – ﹤0.01% 1233
2019
Q3 		$1K Hold
18
– – ﹤0.01% 1214
2019
Q2 		$1K Hold
18
– – ﹤0.01% 1296
2019
Q1 		$1K Hold
18
– – ﹤0.01% 1148
2018
Q4 		$1K Buy
+18
New +$859 ﹤0.01% 927

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Patriot Financial Group Insurance Agency's OTTR Position: Q3 2020 in Review

Patriot Financial Group Insurance Agency sold out of Otter Tail (OTTR) in Q3 2020, closing a stake of 9 shares.

Patriot Financial Group Insurance Agency first reported a position in OTTR in Q4 2018 and held it in 7 quarters. The position peaked at $1K in Q4 2019. 163 funds tracked by Wall St. Rank hold OTTR as of Q3 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Otter Tail position as of Q3 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 9 Otter Tail shares in Q3 2020.
  • Patriot Financial Group Insurance Agency first reported a position in Otter Tail in Q4 2018 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's Otter Tail position peaked at $1K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held Otter Tail as of Q3 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2020, filed 21 Oct 2020.