Shelter Harbor Advisors’s Otter Tail OTTR Stock Holding History

Shelter Harbor 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
2019 Q2	–	Sell	-75,000	Closed	-$3.74M	–	28
2019 Q1	$3.74M	Buy	+75,000	New	+$3.68M	1.89%	22

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

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

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

Shelter Harbor Advisors's OTTR Position: Q2 2019 in Review

Shelter Harbor Advisors sold out of Otter Tail (OTTR) in Q2 2019, closing a stake of 75,000 shares — an estimated $3.74M sold.

Shelter Harbor Advisors first reported a position in OTTR in Q1 2019 and held it in 1 quarter. The position peaked at $3.74M in Q1 2019. 174 funds tracked by Wall St. Rank hold OTTR as of Q2 2019.

Shelter Harbor Advisors reported no remaining Otter Tail position as of Q2 2019 after selling out during the quarter.
Shelter Harbor Advisors sold 75,000 Otter Tail shares in Q2 2019, an estimated $3.74M.
Shelter Harbor Advisors first reported a position in Otter Tail in Q1 2019 and held it in 1 quarter.
Shelter Harbor Advisors's Otter Tail position peaked at $3.74M in Q1 2019.
174 funds tracked by Wall St. Rank held Otter Tail as of Q2 2019.

Based on Shelter Harbor Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.