AWE
BMI icon

Avidian Wealth Enterprises’s Badger Meter BMI Stock Holding History

Avidian Wealth Enterprises’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
2016
Q3 		– Sell
-14,422
Closed -$527 – 79
2016
Q2 		$527 Buy
+14,422
New +$516K 0.19% 28

Other funds holding BMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avidian Wealth Enterprises's BMI Position: Q3 2016 in Review

Avidian Wealth Enterprises sold out of Badger Meter (BMI) in Q3 2016, closing a stake of 14,422 shares — an estimated $527 sold.

Avidian Wealth Enterprises first reported a position in BMI in Q2 2016 and held it in 1 quarter. The position peaked at $527 in Q2 2016. 163 funds tracked by Wall St. Rank hold BMI as of Q3 2016.

  • Avidian Wealth Enterprises reported no remaining Badger Meter position as of Q3 2016 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 14,422 Badger Meter shares in Q3 2016, an estimated $527.
  • Avidian Wealth Enterprises first reported a position in Badger Meter in Q2 2016 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Badger Meter position peaked at $527 in Q2 2016.
  • 163 funds tracked by Wall St. Rank held Badger Meter as of Q3 2016.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2016, filed 14 Nov 2016.