San Francisco Sentry Investment Group’s Otter Tail OTTR Stock Holding History

San Francisco Sentry Investment 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
2020 Q2	–	Sell	-53	Closed	-$2K	–	812
2020 Q1	$2K	Hold	53	–	–	﹤0.01%	677
2019 Q4	$3K	Hold	53	–	–	﹤0.01%	709
2019 Q3	$3K	Hold	53	–	–	﹤0.01%	703
2019 Q2	$3K	Hold	53	–	–	﹤0.01%	700
2019 Q1	$3K	Hold	53	–	–	﹤0.01%	725
2018 Q4	$3K	Hold	53	–	–	﹤0.01%	719
2018 Q3	$3K	Buy	+53	New	+$2.56K	﹤0.01%	729

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

San Francisco Sentry Investment Group's OTTR Position: Q2 2020 in Review

San Francisco Sentry Investment Group sold out of Otter Tail (OTTR) in Q2 2020, closing a stake of 53 shares — an estimated $2K sold.

San Francisco Sentry Investment Group first reported a position in OTTR in Q3 2018 and held it in 7 quarters. The position peaked at $3K in Q4 2019. 171 funds tracked by Wall St. Rank hold OTTR as of Q2 2020.

San Francisco Sentry Investment Group reported no remaining Otter Tail position as of Q2 2020 after selling out during the quarter.
San Francisco Sentry Investment Group sold 53 Otter Tail shares in Q2 2020, an estimated $2K.
San Francisco Sentry Investment Group first reported a position in Otter Tail in Q3 2018 and held it in 7 quarters.
San Francisco Sentry Investment Group's Otter Tail position peaked at $3K in Q4 2019.
171 funds tracked by Wall St. Rank held Otter Tail as of Q2 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2020, filed 17 Jul 2020.