Taylor Wealth Management Partners’s Badger Meter BMI Stock Holding History

Taylor Wealth Management Partners’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	-20	Closed	-$1K	–	161
2016 Q4	$1K	Hold	20	–	–	﹤0.01%	159
2016 Q3	$1K	Sell	20 -20	-50%	-$408	﹤0.01%	152
2016 Q2	$1K	Hold	40	–	–	﹤0.01%	141
2016 Q1	$1K	Hold	40	–	–	﹤0.01%	141
2015 Q4	$1K	Hold	40	–	–	﹤0.01%	133
2015 Q3	$1K	Hold	40	–	–	﹤0.01%	150
2015 Q2	$1K	Buy	+40	New	+$631	﹤0.01%	178

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

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

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

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

IAMU

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Taylor Wealth Management Partners's BMI Position: Q1 2017 in Review

Taylor Wealth Management Partners sold out of Badger Meter (BMI) in Q1 2017, closing a stake of 20 shares — an estimated $1K sold.

Taylor Wealth Management Partners first reported a position in BMI in Q2 2015 and held it in 7 quarters. The position peaked at $1K in Q4 2016. 149 funds tracked by Wall St. Rank hold BMI as of Q1 2017.

Taylor Wealth Management Partners reported no remaining Badger Meter position as of Q1 2017 after selling out during the quarter.
Taylor Wealth Management Partners sold 20 Badger Meter shares in Q1 2017, an estimated $1K.
Taylor Wealth Management Partners first reported a position in Badger Meter in Q2 2015 and held it in 7 quarters.
Taylor Wealth Management Partners's Badger Meter position peaked at $1K in Q4 2016.
149 funds tracked by Wall St. Rank held Badger Meter as of Q1 2017.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2017, filed 24 Apr 2017.