JIC
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Joel Isaacson & Co’s Badger Meter BMI Stock Holding History

Joel Isaacson & Co’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
2017
Q1 		– Sell
-190
Closed -$7K – 218
2016
Q4 		$7K Hold
190
– – ﹤0.01% 535
2016
Q3 		$6K Hold
190
– – ﹤0.01% 594
2016
Q2 		$7K Hold
190
– – ﹤0.01% 566
2016
Q1 		$6K Buy
+190
New +$5.87K ﹤0.01% 626

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 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

Joel Isaacson & Co's BMI Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Badger Meter (BMI) in Q1 2017, closing a stake of 190 shares — an estimated $7K sold.

Joel Isaacson & Co first reported a position in BMI in Q1 2016 and held it in 4 quarters. The position peaked at $7K in Q4 2016. 149 funds tracked by Wall St. Rank hold BMI as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Badger Meter position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 190 Badger Meter shares in Q1 2017, an estimated $7K.
  • Joel Isaacson & Co first reported a position in Badger Meter in Q1 2016 and held it in 4 quarters.
  • Joel Isaacson & Co's Badger Meter position peaked at $7K in Q4 2016.
  • 149 funds tracked by Wall St. Rank held Badger Meter as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.