QI
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QS Investors’s Otter Tail OTTR Stock Holding History

QS Investors’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
2021
Q2 		$298K Hold
6,100
– – ﹤0.01% 944
2021
Q1 		$282K Sell
6,100
-9,600
-61% -$411K ﹤0.01% 1006
2020
Q4 		$669K Sell
15,700
-10,800
-41% -$440K 0.01% 648
2020
Q3 		$959K Sell
26,500
-57,475
-68% -$2.21M 0.01% 454
2020
Q2 		$3.26M Hold
83,975
– – 0.05% 320
2020
Q1 		$3.73M Buy
83,975
+3,400
+4% +$169K 0.06% 257
2019
Q4 		$4.17M Sell
80,575
-900
-1% -$46.7K 0.04% 328
2019
Q3 		$4.38M Sell
81,475
-800
-1% -$41.9K 0.05% 304
2019
Q2 		$4.34M Buy
82,275
+10,525
+15% +$536K 0.05% 311
2019
Q1 		$3.58M Buy
71,750
+64,937
+953% +$3.19M 0.04% 372
2018
Q4 		$339K Hold
6,813
– – ﹤0.01% 1004
2018
Q3 		$326K Buy
6,813
+5,600
+462% +$271K ﹤0.01% 1062
2018
Q2 		$58K Hold
1,213
– – ﹤0.01% 1493
2018
Q1 		$53K Hold
1,213
– – ﹤0.01% 1468
2017
Q4 		$54K Hold
1,213
– – ﹤0.01% 1474
2017
Q3 		$53K Hold
1,213
– – ﹤0.01% 1508
2017
Q2 		$48K Sell
1,213
-2,781
-70% -$109K ﹤0.01% 1536
2017
Q1 		$151K Buy
3,994
+1,617
+68% +$61.2K ﹤0.01% 1321
2016
Q4 		$97K Buy
2,377
+496
+26% +$18.4K ﹤0.01% 1281
2016
Q3 		$65K Buy
1,881
+537
+40% +$18.6K ﹤0.01% 1326
2016
Q2 		$45K Buy
1,344
+1,331
+10,238% +$40K ﹤0.01% 1366
2016
Q1 		$1K Hold
13
– – ﹤0.01% 1715
2015
Q4 		$1K Buy
+13
New +$349 ﹤0.01% 1750
2015
Q3 		– Sell
-53,006
Closed -$1.41M – 1462
2015
Q2 		$1.41M Sell
53,006
-76,264
-59% -$2.19M 0.02% 689
2015
Q1 		$4.16M Sell
129,270
-250
-0.2% -$7.96K 0.05% 425
2014
Q4 		$4.01M Buy
+129,520
New +$3.83M 0.05% 419

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

QS Investors's OTTR Position: Q2 2021 in Review

QS Investors held its Otter Tail (OTTR) position steady in Q2 2021 at 6,100 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

QS Investors first reported a position in OTTR in Q4 2014 and has held it in 26 quarters since. The position peaked at $4.38M in Q3 2019. 169 funds tracked by Wall St. Rank hold OTTR as of Q2 2021.

  • QS Investors held 6,100 shares of Otter Tail worth $298K as of Q2 2021.
  • QS Investors left its Otter Tail share count unchanged in Q2 2021.
  • Otter Tail made up ﹤0.01% of QS Investors's portfolio in Q2 2021, its #944 holding.
  • QS Investors first reported a position in Otter Tail in Q4 2014 and has held it in 26 quarters since.
  • QS Investors's Otter Tail position peaked at $4.38M in Q3 2019.
  • 169 funds tracked by Wall St. Rank held Otter Tail as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.