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Regal Wealth Group’s Otter Tail OTTR Stock Holding History

Regal Wealth Group’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 		– Sell
-621
Closed -$29K – 188
2021
Q1 		$29K Buy
621
+6
+1% +$257 0.02% 124
2020
Q4 		$26K Buy
615
+5
+0.8% +$204 0.02% 127
2020
Q3 		$22K Buy
610
+6
+1% +$231 0.02% 120
2020
Q2 		$23K Buy
+604
New +$25.4K 0.02% 116

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

Regal Wealth Group's OTTR Position: Q2 2021 in Review

Regal Wealth Group sold out of Otter Tail (OTTR) in Q2 2021, closing a stake of 621 shares — an estimated $29K sold.

Regal Wealth Group first reported a position in OTTR in Q2 2020 and held it in 4 quarters. The position peaked at $29K in Q1 2021. 168 funds tracked by Wall St. Rank hold OTTR as of Q2 2021.

  • Regal Wealth Group reported no remaining Otter Tail position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 621 Otter Tail shares in Q2 2021, an estimated $29K.
  • Regal Wealth Group first reported a position in Otter Tail in Q2 2020 and held it in 4 quarters.
  • Regal Wealth Group's Otter Tail position peaked at $29K in Q1 2021.
  • 168 funds tracked by Wall St. Rank held Otter Tail as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.