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Sowell Financial Services’s Otter Tail OTTR Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-205
Closed -$10K – 2046
2021
Q1 		$10K Buy
205
+105
+105% +$4.49K ﹤0.01% 2319
2020
Q4 		$4K Sell
100
-42
-30% -$1.71K ﹤0.01% 2344
2020
Q3 		$5K Hold
142
– – ﹤0.01% 2003
2020
Q2 		$6K Hold
142
– – ﹤0.01% 1849
2020
Q1 		$6K Hold
142
– – ﹤0.01% 1771
2019
Q4 		$7K Hold
142
– – ﹤0.01% 1803
2019
Q3 		$8K Buy
+142
New +$7.43K ﹤0.01% 1606

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sowell Financial Services's OTTR Position: Q2 2021 in Review

Sowell Financial Services sold out of Otter Tail (OTTR) in Q2 2021, closing a stake of 205 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in OTTR in Q3 2019 and held it in 7 quarters. The position peaked at $10K in Q1 2021. 169 funds tracked by Wall St. Rank hold OTTR as of Q2 2021.

  • Sowell Financial Services reported no remaining Otter Tail position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 205 Otter Tail shares in Q2 2021, an estimated $10K.
  • Sowell Financial Services first reported a position in Otter Tail in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Otter Tail position peaked at $10K in Q1 2021.
  • 169 funds tracked by Wall St. Rank held Otter Tail as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.