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Avantax Planning Partners’s Badger Meter BMI Stock Holding History

Avantax Planning Partners’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
-10
Closed -$1K – 394
2018
Q3 		$1K Buy
+10
New +$520 ﹤0.01% 1404
2018
Q2 		– Sell
-10
Closed – – 394
2018
Q1 		$0 Buy
+10
New +$484 ﹤0.01% 1823

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
MPI
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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

Avantax Planning Partners's BMI Position: Q4 2018 in Review

Avantax Planning Partners sold out of Badger Meter (BMI) in Q4 2018, closing a stake of 10 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in BMI in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 196 funds tracked by Wall St. Rank hold BMI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Badger Meter position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 10 Badger Meter shares in Q4 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Badger Meter in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Badger Meter position peaked at $1K in Q3 2018.
  • 196 funds tracked by Wall St. Rank held Badger Meter as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.