AWM
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Alterna Wealth Management’s Badger Meter BMI Stock Holding History

Alterna Wealth Management’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
Q1 		– Sell
-7,539
Closed -$300K – 136
2018
Q4 		$300K Buy
+7,539
New +$386K 0.05% 254

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alterna Wealth Management's BMI Position: Q1 2019 in Review

Alterna Wealth Management sold out of Badger Meter (BMI) in Q1 2019, closing a stake of 7,539 shares — an estimated $300K sold.

Alterna Wealth Management first reported a position in BMI in Q4 2018 and held it in 1 quarter. The position peaked at $300K in Q4 2018. 222 funds tracked by Wall St. Rank hold BMI as of Q1 2019.

  • Alterna Wealth Management reported no remaining Badger Meter position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 7,539 Badger Meter shares in Q1 2019, an estimated $300K.
  • Alterna Wealth Management first reported a position in Badger Meter in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Badger Meter position peaked at $300K in Q4 2018.
  • 222 funds tracked by Wall St. Rank held Badger Meter as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.