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Shelton Capital Management’s Otter Tail OTTR Stock Holding History

Shelton Capital 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
2020
Q4 		– Sell
-43,100
Closed -$1.56M – 794
2020
Q3 		$1.56M Buy
+43,100
New +$1.66M 0.06% 294

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

Shelton Capital Management's OTTR Position: Q4 2020 in Review

Shelton Capital Management sold out of Otter Tail (OTTR) in Q4 2020, closing a stake of 43,100 shares — an estimated $1.56M sold.

Shelton Capital Management first reported a position in OTTR in Q3 2020 and held it in 1 quarter. The position peaked at $1.56M in Q3 2020. 177 funds tracked by Wall St. Rank hold OTTR as of Q4 2020.

  • Shelton Capital Management reported no remaining Otter Tail position as of Q4 2020 after selling out during the quarter.
  • Shelton Capital Management sold 43,100 Otter Tail shares in Q4 2020, an estimated $1.56M.
  • Shelton Capital Management first reported a position in Otter Tail in Q3 2020 and held it in 1 quarter.
  • Shelton Capital Management's Otter Tail position peaked at $1.56M in Q3 2020.
  • 177 funds tracked by Wall St. Rank held Otter Tail as of Q4 2020.

Based on Shelton Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.