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Wagner Wealth Management (South Carolina)’s Otter Tail OTTR Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$1K Hold
13
– – ﹤0.01% 642
2018
Q2 		$1K Hold
13
– – ﹤0.01% 610
2018
Q1 		$1K Buy
+13
New +$544 ﹤0.01% 567
2017
Q4 		– Hold
0
– – – 744

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s OTTR Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Otter Tail (OTTR) position steady in Q3 2018 at 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Wagner Wealth Management (South Carolina) first reported a position in OTTR in Q1 2018 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold OTTR as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 13 shares of Otter Tail worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Otter Tail share count unchanged in Q3 2018.
  • Otter Tail made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #642 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Otter Tail in Q1 2018 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held Otter Tail as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.