Wealthspire Advisors (Maryland)’s Badger Meter BMI Stock Holding History

Wealthspire Advisors (Maryland)’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	-378	Closed	-$21K	–	660
2019 Q1	$21K	Hold	378	–	–	﹤0.01%	1248
2018 Q4	$19K	Buy	378 +3	+0.8%	+$154	﹤0.01%	1218
2018 Q3	$20K	Buy	375 +11	+3%	+$572	﹤0.01%	1301
2018 Q2	$16K	Sell	364 -6	-2%	-$266	﹤0.01%	1389
2018 Q1	$17K	Hold	370	–	–	﹤0.01%	1340
2017 Q4	$18K	Buy	370 +63	+21%	+$2.92K	﹤0.01%	1358
2017 Q3	$15K	Buy	307 +2	+0.7%	+$89	﹤0.01%	1393
2017 Q2	$12K	Hold	305	–	–	﹤0.01%	1455
2017 Q1	$11K	Hold	305	–	–	﹤0.01%	1292
2016 Q4	$11K	Sell	305 -109	-26%	-$3.81K	﹤0.01%	1188
2016 Q3	$14K	Hold	414	–	–	﹤0.01%	1161
2016 Q2	$15K	Hold	414	–	–	﹤0.01%	1092
2016 Q1	$14K	Hold	414	–	–	﹤0.01%	1097
2015 Q4	$12K	Buy	+414	New	+$12.3K	﹤0.01%	1135

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

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

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

MPI

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s BMI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Badger Meter (BMI) in Q2 2019, closing a stake of 378 shares — an estimated $21K sold.

Wealthspire Advisors (Maryland) first reported a position in BMI in Q4 2015 and held it in 14 quarters. The position peaked at $21K in Q1 2019. 205 funds tracked by Wall St. Rank hold BMI as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Badger Meter position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 378 Badger Meter shares in Q2 2019, an estimated $21K.
Wealthspire Advisors (Maryland) first reported a position in Badger Meter in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Badger Meter position peaked at $21K in Q1 2019.
205 funds tracked by Wall St. Rank held Badger Meter as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.