TFO Wealth Partners’s Otter Tail OTTR Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-1,668	Closed	-$74K	–	150
2020 Q1	$74K	Buy	+1,668	New	+$83.1K	0.03%	48

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

TFO Wealth Partners's OTTR Position: Q2 2020 in Review

TFO Wealth Partners sold out of Otter Tail (OTTR) in Q2 2020, closing a stake of 1,668 shares — an estimated $74K sold.

TFO Wealth Partners first reported a position in OTTR in Q1 2020 and held it in 1 quarter. The position peaked at $74K in Q1 2020. 171 funds tracked by Wall St. Rank hold OTTR as of Q2 2020.

TFO Wealth Partners reported no remaining Otter Tail position as of Q2 2020 after selling out during the quarter.
TFO Wealth Partners sold 1,668 Otter Tail shares in Q2 2020, an estimated $74K.
TFO Wealth Partners first reported a position in Otter Tail in Q1 2020 and held it in 1 quarter.
TFO Wealth Partners's Otter Tail position peaked at $74K in Q1 2020.
171 funds tracked by Wall St. Rank held Otter Tail as of Q2 2020.

Based on TFO Wealth Partners's 13F filing for Q2 2020, filed 17 Jul 2020.