Regal Investment Advisors’s Otter Tail OTTR Stock Holding History

Regal Investment Advisors’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 Q4	–	Sell	-1,066	Closed	-$28K	–	981
2014 Q3	$28K	Hold	1,066	–	–	0.01%	499
2014 Q2	$32K	Hold	1,066	–	–	0.01%	456
2014 Q1	$33K	Hold	1,066	–	–	0.01%	426
2013 Q4	$31K	Hold	1,066	–	–	0.02%	370
2013 Q3	$29K	Hold	1,066	–	–	0.02%	402
2013 Q2	$30K	Buy	+1,066	New	+$31.4K	0.02%	377

Other funds holding OTTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Regal Investment Advisors's OTTR Position: Q4 2014 in Review

Regal Investment Advisors sold out of Otter Tail (OTTR) in Q4 2014, closing a stake of 1,066 shares — an estimated $28K sold.

Regal Investment Advisors first reported a position in OTTR in Q2 2013 and held it in 6 quarters. The position peaked at $33K in Q1 2014. 121 funds tracked by Wall St. Rank hold OTTR as of Q4 2014.

Regal Investment Advisors reported no remaining Otter Tail position as of Q4 2014 after selling out during the quarter.
Regal Investment Advisors sold 1,066 Otter Tail shares in Q4 2014, an estimated $28K.
Regal Investment Advisors first reported a position in Otter Tail in Q2 2013 and held it in 6 quarters.
Regal Investment Advisors's Otter Tail position peaked at $33K in Q1 2014.
121 funds tracked by Wall St. Rank held Otter Tail as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.