Patten Group’s Otter Tail OTTR Stock Holding History

Patten 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
2018 Q4	–	Sell	-145	Closed	-$7K	–	659
2018 Q3	$7K	Hold	145	–	–	﹤0.01%	574
2018 Q2	$7K	Buy	+145	New	+$6.53K	﹤0.01%	547

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Patten Group's OTTR Position: Q4 2018 in Review

Patten Group sold out of Otter Tail (OTTR) in Q4 2018, closing a stake of 145 shares — an estimated $7K sold.

Patten Group first reported a position in OTTR in Q2 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 178 funds tracked by Wall St. Rank hold OTTR as of Q4 2018.

Patten Group reported no remaining Otter Tail position as of Q4 2018 after selling out during the quarter.
Patten Group sold 145 Otter Tail shares in Q4 2018, an estimated $7K.
Patten Group first reported a position in Otter Tail in Q2 2018 and held it in 2 quarters.
Patten Group's Otter Tail position peaked at $7K in Q3 2018.
178 funds tracked by Wall St. Rank held Otter Tail as of Q4 2018.

Based on Patten Group's 13F filing for Q4 2018, filed 12 Feb 2019.