SeaCrest Wealth Management’s Otter Tail OTTR Stock Holding History

SeaCrest Wealth 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
2022 Q3	–	Sell	-1,450	Closed	-$97K	–	1226
2022 Q2	$97K	Buy	+1,450	New	+$92.2K	0.01%	868
2019 Q2	–	Sell	-1,600	Closed	-$80K	–	1440
2019 Q1	$80K	Hold	1,600	–	–	0.01%	780
2018 Q4	$79K	Hold	1,600	–	–	0.02%	749
2018 Q3	$77K	Hold	1,600	–	–	0.01%	852
2018 Q2	$76K	Hold	1,600	–	–	0.01%	821
2018 Q1	$69K	Hold	1,600	–	–	0.01%	832
2017 Q4	$71K	Buy	+1,600	New	+$73.3K	0.01%	835

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

SeaCrest Wealth Management's OTTR Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Otter Tail (OTTR) in Q3 2022, closing a stake of 1,450 shares — an estimated $97K sold.

SeaCrest Wealth Management first reported a position in OTTR in Q4 2017 and held it in 7 quarters. The position peaked at $97K in Q2 2022. 265 funds tracked by Wall St. Rank hold OTTR as of Q3 2022.

SeaCrest Wealth Management reported no remaining Otter Tail position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,450 Otter Tail shares in Q3 2022, an estimated $97K.
SeaCrest Wealth Management first reported a position in Otter Tail in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Otter Tail position peaked at $97K in Q2 2022.
265 funds tracked by Wall St. Rank held Otter Tail as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.