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Poehling Capital Management’s Otter Tail OTTR Stock Holding History

Poehling Capital Management’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
Q2 		– Sell
-392
Closed -$17K – 321
2018
Q1 		$17K Hold
392
– – 0.01% 203
2017
Q4 		$17K Buy
+392
New +$18K 0.01% 196

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Poehling Capital Management's OTTR Position: Q2 2018 in Review

Poehling Capital Management sold out of Otter Tail (OTTR) in Q2 2018, closing a stake of 392 shares — an estimated $17K sold.

Poehling Capital Management first reported a position in OTTR in Q4 2017 and held it in 2 quarters. The position peaked at $17K in Q1 2018. 152 funds tracked by Wall St. Rank hold OTTR as of Q2 2018.

  • Poehling Capital Management reported no remaining Otter Tail position as of Q2 2018 after selling out during the quarter.
  • Poehling Capital Management sold 392 Otter Tail shares in Q2 2018, an estimated $17K.
  • Poehling Capital Management first reported a position in Otter Tail in Q4 2017 and held it in 2 quarters.
  • Poehling Capital Management's Otter Tail position peaked at $17K in Q1 2018.
  • 152 funds tracked by Wall St. Rank held Otter Tail as of Q2 2018.

Based on Poehling Capital Management's 13F filing for Q2 2018, filed 8 Aug 2018.