AG
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Appleton Group’s Badger Meter BMI Stock Holding History

Appleton 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
2018
Q4 		– Sell
-3,884
Closed -$206K – 1
2018
Q3 		$206K Buy
+3,884
New +$202K 0.22% 29
2018
Q2 		– Sell
-4,247
Closed -$200K – 27
2018
Q1 		$200K Hold
4,247
– – 0.23% 29
2017
Q4 		$203K Buy
+4,247
New +$197K 0.2% 35

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Appleton Group's BMI Position: Q4 2018 in Review

Appleton Group sold out of Badger Meter (BMI) in Q4 2018, closing a stake of 3,884 shares — an estimated $206K sold.

Appleton Group first reported a position in BMI in Q4 2017 and held it in 3 quarters. The position peaked at $206K in Q3 2018. 196 funds tracked by Wall St. Rank hold BMI as of Q4 2018.

  • Appleton Group reported no remaining Badger Meter position as of Q4 2018 after selling out during the quarter.
  • Appleton Group sold 3,884 Badger Meter shares in Q4 2018, an estimated $206K.
  • Appleton Group first reported a position in Badger Meter in Q4 2017 and held it in 3 quarters.
  • Appleton Group's Badger Meter position peaked at $206K in Q3 2018.
  • 196 funds tracked by Wall St. Rank held Badger Meter as of Q4 2018.

Based on Appleton Group's 13F filing for Q4 2018.