WealthShield Partners’s Otter Tail OTTR Stock Holding History

WealthShield 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
2021 Q3	–	Sell	-1,643	Closed	-$80K	–	570
2021 Q2	$80K	Hold	1,643	–	–	0.01%	393
2021 Q1	$76K	Buy	+1,643	New	+$70.3K	0.01%	387

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

WealthShield Partners's OTTR Position: Q3 2021 in Review

WealthShield Partners sold out of Otter Tail (OTTR) in Q3 2021, closing a stake of 1,643 shares — an estimated $80K sold.

WealthShield Partners first reported a position in OTTR in Q1 2021 and held it in 2 quarters. The position peaked at $80K in Q2 2021. 197 funds tracked by Wall St. Rank hold OTTR as of Q3 2021.

WealthShield Partners reported no remaining Otter Tail position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 1,643 Otter Tail shares in Q3 2021, an estimated $80K.
WealthShield Partners first reported a position in Otter Tail in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Otter Tail position peaked at $80K in Q2 2021.
197 funds tracked by Wall St. Rank held Otter Tail as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.