Tradewinds Capital Management’s Otter Tail OTTR Stock Holding History

Tradewinds Capital 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
2018 Q4	–	Sell	-80	Closed	-$4K	–	663
2018 Q3	$4K	Sell	80 -80	-50%	-$3.87K	﹤0.01%	518
2018 Q2	$8K	Hold	160	–	–	﹤0.01%	438
2018 Q1	$7K	Hold	160	–	–	﹤0.01%	439
2017 Q4	$7K	Hold	160	–	–	﹤0.01%	464
2017 Q3	$7K	Hold	160	–	–	﹤0.01%	446
2017 Q2	$6K	Sell	160 -80	-33%	-$3.15K	﹤0.01%	462
2017 Q1	$9K	Sell	240 -160	-40%	-$6.06K	0.01%	411
2016 Q4	$16K	Hold	400	–	–	0.01%	317
2016 Q3	$14K	Buy	+400	New	+$13.8K	0.01%	339

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

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

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

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

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

Tradewinds Capital Management's OTTR Position: Q4 2018 in Review

Tradewinds Capital Management sold out of Otter Tail (OTTR) in Q4 2018, closing a stake of 80 shares — an estimated $4K sold.

Tradewinds Capital Management first reported a position in OTTR in Q3 2016 and held it in 9 quarters. The position peaked at $16K in Q4 2016. 178 funds tracked by Wall St. Rank hold OTTR as of Q4 2018.

Tradewinds Capital Management reported no remaining Otter Tail position as of Q4 2018 after selling out during the quarter.
Tradewinds Capital Management sold 80 Otter Tail shares in Q4 2018, an estimated $4K.
Tradewinds Capital Management first reported a position in Otter Tail in Q3 2016 and held it in 9 quarters.
Tradewinds Capital Management's Otter Tail position peaked at $16K in Q4 2016.
178 funds tracked by Wall St. Rank held Otter Tail as of Q4 2018.

Based on Tradewinds Capital Management's 13F filing for Q4 2018, filed 31 Jan 2019.