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Proficio Capital Partners’s Otter Tail OTTR Stock Holding History

Proficio Capital Partners’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
2019
Q3 		– Sell
-205
Closed -$11K – 1104
2019
Q2 		$11K Buy
205
+176
+607% +$8.96K ﹤0.01% 913
2019
Q1 		$1K Buy
+29
New +$1.42K ﹤0.01% 1560

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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Proficio Capital Partners's OTTR Position: Q3 2019 in Review

Proficio Capital Partners sold out of Otter Tail (OTTR) in Q3 2019, closing a stake of 205 shares — an estimated $11K sold.

Proficio Capital Partners first reported a position in OTTR in Q1 2019 and held it in 2 quarters. The position peaked at $11K in Q2 2019. 183 funds tracked by Wall St. Rank hold OTTR as of Q3 2019.

  • Proficio Capital Partners reported no remaining Otter Tail position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 205 Otter Tail shares in Q3 2019, an estimated $11K.
  • Proficio Capital Partners first reported a position in Otter Tail in Q1 2019 and held it in 2 quarters.
  • Proficio Capital Partners's Otter Tail position peaked at $11K in Q2 2019.
  • 183 funds tracked by Wall St. Rank held Otter Tail as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.