WFG Advisors’s Otter Tail OTTR Stock Holding History

WFG Advisors’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
2017 Q2	$22K	Buy	561 +530	+1,710%	+$20.8K	0.01%	927
2017 Q1	$1K	Sell	31 -316	-91%	-$12K	﹤0.01%	1423
2016 Q4	$14K	Sell	347 -297	-46%	-$11K	﹤0.01%	1026
2016 Q3	$22K	Buy	644 +3	+0.5%	+$104	0.01%	924
2016 Q2	$21K	Sell	641 -732	-53%	-$22K	0.01%	906
2016 Q1	$41K	Buy	1,373 +15	+1%	+$412	0.01%	716
2015 Q4	$36K	Sell	1,358 -182	-12%	-$4.88K	0.01%	749
2015 Q3	$40K	Buy	1,540 +19	+1%	+$502	0.01%	709
2015 Q2	$40K	Buy	1,521 +6	+0.4%	+$172	0.01%	788
2015 Q1	$49K	Buy	1,515 +4	+0.3%	+$127	0.01%	740
2014 Q4	$47K	Buy	1,511 +6	+0.4%	+$177	0.01%	910
2014 Q3	$40K	Buy	+1,505	New	+$42.6K	0.01%	1006
2013 Q3	–	Sell	-303	Closed	-$9K	–	2224
2013 Q2	$9K	Buy	+303	New	+$8.93K	﹤0.01%	1492

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 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

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

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

WFG Advisors's OTTR Position: Q2 2017 in Review

WFG Advisors increased its Otter Tail (OTTR) stake by 1,710% in Q2 2017, buying an estimated $20.8K and bringing the position to 561 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #927.

WFG Advisors first reported a position in OTTR in Q2 2013 and has held it in 13 quarters since. The position peaked at $49K in Q1 2015. 142 funds tracked by Wall St. Rank hold OTTR as of Q2 2017.

WFG Advisors held 561 shares of Otter Tail worth $22K as of Q2 2017.
WFG Advisors bought 530 Otter Tail shares in Q2 2017, an estimated $20.8K.
Otter Tail made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #927 holding.
WFG Advisors first reported a position in Otter Tail in Q2 2013 and has held it in 13 quarters since.
WFG Advisors's Otter Tail position peaked at $49K in Q1 2015.
142 funds tracked by Wall St. Rank held Otter Tail as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.