Reilly Financial Advisors’s Otter Tail OTTR Stock Holding History

Reilly Financial 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
2021 Q1	–	Sell	-170	Closed	-$7K	–	1040
2020 Q4	$7K	Hold	170	–	–	﹤0.01%	675
2020 Q3	$6K	Hold	170	–	–	﹤0.01%	649
2020 Q2	$7K	Sell	170 -30	-15%	-$1.26K	﹤0.01%	657
2020 Q1	$9K	Hold	200	–	–	﹤0.01%	569
2019 Q4	$10K	Hold	200	–	–	﹤0.01%	631
2019 Q3	$11K	Hold	200	–	–	﹤0.01%	621
2019 Q2	$11K	Hold	200	–	–	﹤0.01%	655
2019 Q1	$10K	Hold	200	–	–	﹤0.01%	688
2018 Q4	$10K	Hold	200	–	–	﹤0.01%	653
2018 Q3	$10K	Hold	200	–	–	﹤0.01%	697
2018 Q2	$10K	Hold	200	–	–	﹤0.01%	665
2018 Q1	$9K	Hold	200	–	–	﹤0.01%	674
2017 Q4	$9K	Hold	200	–	–	﹤0.01%	681
2017 Q3	$9K	Hold	200	–	–	﹤0.01%	656
2017 Q2	$8K	Hold	200	–	–	﹤0.01%	685
2017 Q1	$8K	Hold	200	–	–	﹤0.01%	644
2016 Q4	$8K	Sell	200 -150	-43%	-$5.58K	﹤0.01%	589
2016 Q3	$12K	Hold	350	–	–	﹤0.01%	494
2016 Q2	$12K	Hold	350	–	–	﹤0.01%	473
2016 Q1	$10K	Hold	350	–	–	﹤0.01%	769
2015 Q4	$9K	Sell	350 -50	-13%	-$1.34K	﹤0.01%	806
2015 Q3	$10K	Buy	+400	New	+$10.6K	﹤0.01%	787

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Reilly Financial Advisors's OTTR Position: Q1 2021 in Review

Reilly Financial Advisors sold out of Otter Tail (OTTR) in Q1 2021, closing a stake of 170 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in OTTR in Q3 2015 and held it in 22 quarters. The position peaked at $12K in Q3 2016. 173 funds tracked by Wall St. Rank hold OTTR as of Q1 2021.

Reilly Financial Advisors reported no remaining Otter Tail position as of Q1 2021 after selling out during the quarter.
Reilly Financial Advisors sold 170 Otter Tail shares in Q1 2021, an estimated $7K.
Reilly Financial Advisors first reported a position in Otter Tail in Q3 2015 and held it in 22 quarters.
Reilly Financial Advisors's Otter Tail position peaked at $12K in Q3 2016.
173 funds tracked by Wall St. Rank held Otter Tail as of Q1 2021.

Based on Reilly Financial Advisors's 13F filing for Q1 2021, filed 22 Apr 2021.