AIM
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Assured Investment Management’s Badger Meter BMI Stock Holding History

Assured Investment 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
Q2 		– Sell
-1,255
Closed -$70K – 152
2019
Q1 		$70K Buy
+1,255
New +$69.8K ﹤0.01% 933
2018
Q4 		– Sell
-3,087
Closed -$163K – 1135
2018
Q3 		$163K Buy
+3,087
New +$161K ﹤0.01% 989
2018
Q2 		– Sell
-1,684
Closed -$79K – 1174
2018
Q1 		$79K Buy
+1,684
New +$81.5K ﹤0.01% 1068

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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Assured Investment Management's BMI Position: Q2 2019 in Review

Assured Investment Management sold out of Badger Meter (BMI) in Q2 2019, closing a stake of 1,255 shares — an estimated $70K sold.

Assured Investment Management first reported a position in BMI in Q1 2018 and held it in 3 quarters. The position peaked at $163K in Q3 2018. 205 funds tracked by Wall St. Rank hold BMI as of Q2 2019.

  • Assured Investment Management reported no remaining Badger Meter position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 1,255 Badger Meter shares in Q2 2019, an estimated $70K.
  • Assured Investment Management first reported a position in Badger Meter in Q1 2018 and held it in 3 quarters.
  • Assured Investment Management's Badger Meter position peaked at $163K in Q3 2018.
  • 205 funds tracked by Wall St. Rank held Badger Meter as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.