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Optimum Investment Advisors’s Badger Meter BMI Stock Holding History

Optimum Investment 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
2019
Q2 		– Sell
-138
Closed -$8K – 939
2019
Q1 		$8K Hold
138
– – ﹤0.01% 836
2018
Q4 		$7K Hold
138
– – ﹤0.01% 801
2018
Q3 		$7K Hold
138
– – ﹤0.01% 885
2018
Q2 		$6K Hold
138
– – ﹤0.01% 909
2018
Q1 		$7K Buy
+138
New +$6.67K ﹤0.01% 854

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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Optimum Investment Advisors's BMI Position: Q2 2019 in Review

Optimum Investment Advisors sold out of Badger Meter (BMI) in Q2 2019, closing a stake of 138 shares — an estimated $8K sold.

Optimum Investment Advisors first reported a position in BMI in Q1 2018 and held it in 5 quarters. The position peaked at $8K in Q1 2019. 205 funds tracked by Wall St. Rank hold BMI as of Q2 2019.

  • Optimum Investment Advisors reported no remaining Badger Meter position as of Q2 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 138 Badger Meter shares in Q2 2019, an estimated $8K.
  • Optimum Investment Advisors first reported a position in Badger Meter in Q1 2018 and held it in 5 quarters.
  • Optimum Investment Advisors's Badger Meter position peaked at $8K in Q1 2019.
  • 205 funds tracked by Wall St. Rank held Badger Meter as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.