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Burt Wealth Advisors’s Benchmark Electronics BHE Stock Holding History

Burt Wealth Advisors’s Portfolio BHE Stock Details BHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-14
Closed -$1K – 428
2016
Q1 		$1K Buy
+14
New +$296 ﹤0.01% 479

Other funds holding BHE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Burt Wealth Advisors's BHE Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Benchmark Electronics (BHE) in Q2 2016, closing a stake of 14 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in BHE in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 187 funds tracked by Wall St. Rank hold BHE as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Benchmark Electronics position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 14 Benchmark Electronics shares in Q2 2016, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Benchmark Electronics in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Benchmark Electronics position peaked at $1K in Q1 2016.
  • 187 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.