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UBS O'Connor’s Otter Tail OTTR Stock Holding History

UBS O'Connor’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
2015
Q1 		– Sell
-6,865
Closed -$213K – 819
2014
Q4 		$213K Buy
+6,865
New +$203K ﹤0.01% 594

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

UBS O'Connor's OTTR Position: Q1 2015 in Review

UBS O'Connor sold out of Otter Tail (OTTR) in Q1 2015, closing a stake of 6,865 shares — an estimated $213K sold.

UBS O'Connor first reported a position in OTTR in Q4 2014 and held it in 1 quarter. The position peaked at $213K in Q4 2014. 119 funds tracked by Wall St. Rank hold OTTR as of Q1 2015.

  • UBS O'Connor reported no remaining Otter Tail position as of Q1 2015 after selling out during the quarter.
  • UBS O'Connor sold 6,865 Otter Tail shares in Q1 2015, an estimated $213K.
  • UBS O'Connor first reported a position in Otter Tail in Q4 2014 and held it in 1 quarter.
  • UBS O'Connor's Otter Tail position peaked at $213K in Q4 2014.
  • 119 funds tracked by Wall St. Rank held Otter Tail as of Q1 2015.

Based on UBS O'Connor's 13F filing for Q1 2015, filed 14 May 2015.