Spectrum Management Group’s Otter Tail OTTR Stock Holding History

Spectrum Management Group’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 Q2	–	Sell	-177	Closed	-$11K	–	297
2022 Q1	$11K	Buy	177 +1	+0.6%	+$63	﹤0.01%	228
2021 Q4	$13K	Buy	176 +1	+0.6%	+$65	﹤0.01%	209
2021 Q3	$10K	Buy	+175	New	+$9.28K	﹤0.01%	283

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

Spectrum Management Group's OTTR Position: Q2 2022 in Review

Spectrum Management Group sold out of Otter Tail (OTTR) in Q2 2022, closing a stake of 177 shares — an estimated $11K sold.

Spectrum Management Group first reported a position in OTTR in Q3 2021 and held it in 3 quarters. The position peaked at $13K in Q4 2021. 248 funds tracked by Wall St. Rank hold OTTR as of Q2 2022.

Spectrum Management Group reported no remaining Otter Tail position as of Q2 2022 after selling out during the quarter.
Spectrum Management Group sold 177 Otter Tail shares in Q2 2022, an estimated $11K.
Spectrum Management Group first reported a position in Otter Tail in Q3 2021 and held it in 3 quarters.
Spectrum Management Group's Otter Tail position peaked at $13K in Q4 2021.
248 funds tracked by Wall St. Rank held Otter Tail as of Q2 2022.

Based on Spectrum Management Group's 13F filing for Q2 2022, filed 29 Jul 2022.