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Lenox Wealth Advisors’s Badger Meter BMI Stock Holding History

Lenox Wealth Advisors’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
Q4 		– Sell
-60
Closed -$2K – 120
2016
Q3 		$2K Sell
60
-60
-50% -$1.22K ﹤0.01% 201
2016
Q2 		$2K Hold
120
– – ﹤0.01% 200
2016
Q1 		$2K Hold
120
– – ﹤0.01% 221
2015
Q4 		$2K Buy
120
+16
+15% +$238 ﹤0.01% 312
2015
Q3 		$2K Buy
+104
New +$1.54K ﹤0.01% 335

Other funds holding BMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 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 $617B AUM 30.33% 1-Year Est. Return

Lenox Wealth Advisors's BMI Position: Q4 2016 in Review

Lenox Wealth Advisors sold out of Badger Meter (BMI) in Q4 2016, closing a stake of 60 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in BMI in Q3 2015 and held it in 5 quarters. The position peaked at $2K in Q3 2016. 161 funds tracked by Wall St. Rank hold BMI as of Q4 2016.

  • Lenox Wealth Advisors reported no remaining Badger Meter position as of Q4 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 60 Badger Meter shares in Q4 2016, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Badger Meter in Q3 2015 and held it in 5 quarters.
  • Lenox Wealth Advisors's Badger Meter position peaked at $2K in Q3 2016.
  • 161 funds tracked by Wall St. Rank held Badger Meter as of Q4 2016.

Based on Lenox Wealth Advisors's 13F filing for Q4 2016, filed 9 Jan 2017.