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Royal Fund Management’s Otter Tail OTTR Stock Holding History

Royal Fund Management’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
2018
Q3 		– Sell
-550
Closed -$26K – 616
2018
Q2 		$26K Hold
550
– – 0.01% 262
2018
Q1 		$23K Hold
550
– – 0.01% 265
2017
Q4 		$24K Hold
550
– – 0.01% 272
2017
Q3 		$23K Buy
+550
New +$22.8K 0.01% 230

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Fund Management's OTTR Position: Q3 2018 in Review

Royal Fund Management sold out of Otter Tail (OTTR) in Q3 2018, closing a stake of 550 shares — an estimated $26K sold.

Royal Fund Management first reported a position in OTTR in Q3 2017 and held it in 4 quarters. The position peaked at $26K in Q2 2018. 154 funds tracked by Wall St. Rank hold OTTR as of Q3 2018.

  • Royal Fund Management reported no remaining Otter Tail position as of Q3 2018 after selling out during the quarter.
  • Royal Fund Management sold 550 Otter Tail shares in Q3 2018, an estimated $26K.
  • Royal Fund Management first reported a position in Otter Tail in Q3 2017 and held it in 4 quarters.
  • Royal Fund Management's Otter Tail position peaked at $26K in Q2 2018.
  • 154 funds tracked by Wall St. Rank held Otter Tail as of Q3 2018.

Based on Royal Fund Management's 13F filing for Q3 2018, filed 7 May 2020.