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Advisor Group’s Badger Meter BMI Stock Holding History

Advisor Group’s Portfolio BMI Stock Details BMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$272K Buy
4,177
+390
+10% +$23.1K ﹤0.01% 2151
2019
Q3 		$203K Buy
3,787
+147
+4% +$7.93K ﹤0.01% 2320
2019
Q2 		$218K Sell
3,640
-227
-6% -$12.6K ﹤0.01% 2235
2019
Q1 		$216K Buy
3,867
+841
+28% +$46.7K ﹤0.01% 2222
2018
Q4 		$149K Buy
3,026
+189
+7% +$9.68K ﹤0.01% 2317
2018
Q3 		$150K Buy
2,837
+870
+44% +$45.3K ﹤0.01% 2413
2018
Q2 		$88K Buy
1,967
+210
+12% +$9.29K ﹤0.01% 2621
2018
Q1 		$83K Buy
1,757
+209
+14% +$10.1K ﹤0.01% 2695
2017
Q4 		$74K Buy
1,548
+139
+10% +$6.44K ﹤0.01% 2796
2017
Q3 		$69K Sell
1,409
-21
-1% -$933 ﹤0.01% 2696
2017
Q2 		$57K Hold
1,430
– – ﹤0.01% 2742
2017
Q1 		$53K Sell
1,430
-40
-3% -$1.47K ﹤0.01% 2653
2016
Q4 		$54K Hold
1,470
– – ﹤0.01% 2554
2016
Q3 		$50K Sell
1,470
-358
-20% -$12.4K ﹤0.01% 2544
2016
Q2 		$65K Buy
+1,828
New +$65.4K ﹤0.01% 2221

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisor Group's BMI Position: Q4 2019 in Review

Advisor Group increased its Badger Meter (BMI) stake by 10% in Q4 2019, buying an estimated $23.1K and bringing the position to 4,177 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #2151.

Advisor Group first reported a position in BMI in Q2 2016 and has held it in 15 quarters since. 207 funds tracked by Wall St. Rank hold BMI as of Q4 2019.

  • Advisor Group held 4,177 shares of Badger Meter worth $272K as of Q4 2019.
  • Advisor Group bought 390 Badger Meter shares in Q4 2019, an estimated $23.1K.
  • Badger Meter made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2151 holding.
  • Advisor Group first reported a position in Badger Meter in Q2 2016 and has held it in 15 quarters since.
  • 207 funds tracked by Wall St. Rank held Badger Meter as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.