CPIG
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Chicago Partners Investment Group’s Badger Meter BMI Stock Holding History

Chicago Partners Investment 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
Q3 		– Sell
-542
Closed -$24K – 1061
2018
Q2 		$24K Hold
542
– – ﹤0.01% 627
2018
Q1 		$26K Buy
542
+326
+151% +$15.8K ﹤0.01% 566
2017
Q4 		$10K Sell
216
-326
-60% -$15.1K ﹤0.01% 740
2017
Q3 		$27K Buy
+542
New +$24.1K ﹤0.01% 553

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 $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Chicago Partners Investment Group's BMI Position: Q3 2018 in Review

Chicago Partners Investment Group sold out of Badger Meter (BMI) in Q3 2018, closing a stake of 542 shares — an estimated $24K sold.

Chicago Partners Investment Group first reported a position in BMI in Q3 2017 and held it in 4 quarters. The position peaked at $27K in Q3 2017. 186 funds tracked by Wall St. Rank hold BMI as of Q3 2018.

  • Chicago Partners Investment Group reported no remaining Badger Meter position as of Q3 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 542 Badger Meter shares in Q3 2018, an estimated $24K.
  • Chicago Partners Investment Group first reported a position in Badger Meter in Q3 2017 and held it in 4 quarters.
  • Chicago Partners Investment Group's Badger Meter position peaked at $27K in Q3 2017.
  • 186 funds tracked by Wall St. Rank held Badger Meter as of Q3 2018.

Based on Chicago Partners Investment Group's 13F filing for Q3 2018, filed 5 Nov 2018.