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Sonora Investment Management’s Otter Tail OTTR Stock Holding History

Sonora Investment 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
2015
Q4 		– Sell
-144
Closed -$4K – 1050
2015
Q3 		$4K Buy
+144
New +$3.8K ﹤0.01% 820

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sonora Investment Management's OTTR Position: Q4 2015 in Review

Sonora Investment Management sold out of Otter Tail (OTTR) in Q4 2015, closing a stake of 144 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in OTTR in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 116 funds tracked by Wall St. Rank hold OTTR as of Q4 2015.

  • Sonora Investment Management reported no remaining Otter Tail position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 144 Otter Tail shares in Q4 2015, an estimated $4K.
  • Sonora Investment Management first reported a position in Otter Tail in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Otter Tail position peaked at $4K in Q3 2015.
  • 116 funds tracked by Wall St. Rank held Otter Tail as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.