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YorkBridge Wealth Partners’s Otter Tail OTTR Stock Holding History

YorkBridge Wealth 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
2018
Q3 		– Sell
-51
Closed -$2K – 818
2018
Q2 		$2K Hold
51
– – ﹤0.01% 792
2018
Q1 		$2K Hold
51
– – ﹤0.01% 787
2017
Q4 		$2K Buy
51
+15
+42% +$688 ﹤0.01% 808
2017
Q3 		$2K Hold
36
– – ﹤0.01% 795
2017
Q2 		$1K Buy
+36
New +$1.42K ﹤0.01% 839

Other funds holding OTTR

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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

YorkBridge Wealth Partners's OTTR Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Otter Tail (OTTR) in Q3 2018, closing a stake of 51 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in OTTR in Q2 2017 and held it in 5 quarters. The position peaked at $2K in Q2 2018. 154 funds tracked by Wall St. Rank hold OTTR as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Otter Tail position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 51 Otter Tail shares in Q3 2018, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in Otter Tail in Q2 2017 and held it in 5 quarters.
  • YorkBridge Wealth Partners's Otter Tail position peaked at $2K in Q2 2018.
  • 154 funds tracked by Wall St. Rank held Otter Tail as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.