TCI Wealth Advisors’s Otter Tail OTTR Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-168	Closed	-$12.1K	–	1600
2023 Q1	$12.1K	Buy	168 +1	+0.6%	+$66	﹤0.01%	969
2022 Q4	$9.8K	Buy	167 +165	+8,250%	+$9.88K	﹤0.01%	1081
2022 Q3	$0	Buy	+2	New	+$144	﹤0.01%	2497
2018 Q1	–	Sell	-114	Closed	-$5K	–	1413
2017 Q4	$5K	Sell	114 -86	-43%	-$3.94K	﹤0.01%	792
2017 Q3	$9K	Hold	200	–	–	﹤0.01%	625
2017 Q2	$8K	Buy	+200	New	+$7.86K	﹤0.01%	642

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TCI Wealth Advisors's OTTR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Otter Tail (OTTR) in Q2 2023, closing a stake of 168 shares — an estimated $12.1K sold.

TCI Wealth Advisors first reported a position in OTTR in Q2 2017 and held it in 6 quarters. The position peaked at $12.1K in Q1 2023. 260 funds tracked by Wall St. Rank hold OTTR as of Q2 2023.

TCI Wealth Advisors reported no remaining Otter Tail position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 168 Otter Tail shares in Q2 2023, an estimated $12.1K.
TCI Wealth Advisors first reported a position in Otter Tail in Q2 2017 and held it in 6 quarters.
TCI Wealth Advisors's Otter Tail position peaked at $12.1K in Q1 2023.
260 funds tracked by Wall St. Rank held Otter Tail as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.