Ruggie Capital Group’s Otter Tail OTTR Stock Holding History

Ruggie Capital 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
2015 Q3	–	Sell	-80	Closed	-$2K	–	290
2015 Q2	$2K	Buy	+80	New	+$2.3K	﹤0.01%	284

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

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

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

Ruggie Capital Group's OTTR Position: Q3 2015 in Review

Ruggie Capital Group sold out of Otter Tail (OTTR) in Q3 2015, closing a stake of 80 shares — an estimated $2K sold.

Ruggie Capital Group first reported a position in OTTR in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 117 funds tracked by Wall St. Rank hold OTTR as of Q3 2015.

Ruggie Capital Group reported no remaining Otter Tail position as of Q3 2015 after selling out during the quarter.
Ruggie Capital Group sold 80 Otter Tail shares in Q3 2015, an estimated $2K.
Ruggie Capital Group first reported a position in Otter Tail in Q2 2015 and held it in 1 quarter.
Ruggie Capital Group's Otter Tail position peaked at $2K in Q2 2015.
117 funds tracked by Wall St. Rank held Otter Tail as of Q3 2015.

Based on Ruggie Capital Group's 13F filing for Q3 2015, filed 12 Nov 2015.