Summit Trail Advisors’s Badger Meter BMI Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-92	Closed	-$4K	–	580
2017 Q4	$4K	Buy	+92	New	+$4.26K	﹤0.01%	1458

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

IAMU

Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Summit Trail Advisors's BMI Position: Q1 2018 in Review

Summit Trail Advisors sold out of Badger Meter (BMI) in Q1 2018, closing a stake of 92 shares — an estimated $4K sold.

Summit Trail Advisors first reported a position in BMI in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 192 funds tracked by Wall St. Rank hold BMI as of Q1 2018.

Summit Trail Advisors reported no remaining Badger Meter position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 92 Badger Meter shares in Q1 2018, an estimated $4K.
Summit Trail Advisors first reported a position in Badger Meter in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Badger Meter position peaked at $4K in Q4 2017.
192 funds tracked by Wall St. Rank held Badger Meter as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.