Regions Financial Corp’s Otter Tail OTTR Stock Holding History

Regions Financial Corp’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
2020 Q2	–	Sell	-6,478	Closed	-$288K	–	852
2020 Q1	$288K	Buy	6,478 +2,430	+60%	+$121K	﹤0.01%	601
2019 Q4	$208K	Hold	4,048	–	–	﹤0.01%	785
2019 Q3	$218K	Buy	4,048 +48	+1%	+$2.51K	﹤0.01%	745
2019 Q2	$211K	Sell	4,000 -48	-1%	-$2.44K	﹤0.01%	773
2019 Q1	$201K	Buy	4,048 +1,000	+33%	+$49.1K	﹤0.01%	790
2018 Q4	$151K	Hold	3,048	–	–	﹤0.01%	847
2018 Q3	$146K	Hold	3,048	–	–	﹤0.01%	919
2018 Q2	$145K	Buy	3,048 +48	+2%	+$2.16K	﹤0.01%	917
2018 Q1	$130K	Hold	3,000	–	–	﹤0.01%	957
2017 Q4	$133K	Buy	+3,000	New	+$138K	﹤0.01%	967

Other funds holding OTTR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Regions Financial Corp's OTTR Position: Q2 2020 in Review

Regions Financial Corp sold out of Otter Tail (OTTR) in Q2 2020, closing a stake of 6,478 shares — an estimated $288K sold.

Regions Financial Corp first reported a position in OTTR in Q4 2017 and held it in 10 quarters. The position peaked at $288K in Q1 2020. 171 funds tracked by Wall St. Rank hold OTTR as of Q2 2020.

Regions Financial Corp reported no remaining Otter Tail position as of Q2 2020 after selling out during the quarter.
Regions Financial Corp sold 6,478 Otter Tail shares in Q2 2020, an estimated $288K.
Regions Financial Corp first reported a position in Otter Tail in Q4 2017 and held it in 10 quarters.
Regions Financial Corp's Otter Tail position peaked at $288K in Q1 2020.
171 funds tracked by Wall St. Rank held Otter Tail as of Q2 2020.

Based on Regions Financial Corp's 13F filing for Q2 2020, filed 27 Jul 2020.