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QS Batterymarch Financial Management’s Otter Tail OTTR Stock Holding History

QS Batterymarch Financial 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
2014
Q3 		$3.78M Buy
141,750
+230
+0.2% +$6.51K 0.1% 301
2014
Q2 		$4.29M Sell
141,520
-13,250
-9% -$386K 0.11% 305
2014
Q1 		$4.77M Hold
154,770
– – 0.1% 306
2013
Q4 		$4.53M Sell
154,770
-1,290
-0.8% -$37.6K 0.1% 324
2013
Q3 		$4.31M Hold
156,060
– – 0.09% 327
2013
Q2 		$4.43M Buy
+156,060
New +$4.6M 0.09% 354

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

QS Batterymarch Financial Management's OTTR Position: Q3 2014 in Review

QS Batterymarch Financial Management increased its Otter Tail (OTTR) stake by 0.16% in Q3 2014, buying an estimated $6.51K and bringing the position to 141,750 shares worth $3.78M. The position accounts for 0.1% of the portfolio, ranked #301.

QS Batterymarch Financial Management first reported a position in OTTR in Q2 2013 and has held it in 6 quarters since. The position peaked at $4.77M in Q1 2014. 115 funds tracked by Wall St. Rank hold OTTR as of Q3 2014.

  • QS Batterymarch Financial Management held 141,750 shares of Otter Tail worth $3.78M as of Q3 2014.
  • QS Batterymarch Financial Management bought 230 Otter Tail shares in Q3 2014, an estimated $6.51K.
  • Otter Tail made up 0.1% of QS Batterymarch Financial Management's portfolio in Q3 2014, its #301 holding.
  • QS Batterymarch Financial Management first reported a position in Otter Tail in Q2 2013 and has held it in 6 quarters since.
  • QS Batterymarch Financial Management's Otter Tail position peaked at $4.77M in Q1 2014.
  • 115 funds tracked by Wall St. Rank held Otter Tail as of Q3 2014.

Based on QS Batterymarch Financial Management's 13F filing for Q3 2014, filed 14 Nov 2014.