Ownership history in Advisory Services Network, LLC Β· 3 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in OTTER TAIL CORP (OTTR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Advisory Services Network, LLC outperformed the S&P 500 by +130.0% annually on this OTTR position. Average cost basis: $80.00. Maximum drawdown during holding period: β0.0%.
π₯ Exceptional β beat the S&P 500 by 130.0% per year on this position.
2 quarters analyzed
Best entry: $31.36 (2020 Q3) Β· Worst: $80.92 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 0 trims. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size