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Calvert Investment Management’s Benchmark Electronics BHE Stock Holding History

Calvert Investment Management’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
2014
Q3 		– Sell
-303,390
Closed -$7.73M – 575
2014
Q2 		$7.73M Buy
303,390
+9,783
+3% +$230K 0.52% 61
2014
Q1 		$6.65M Buy
293,607
+17,432
+6% +$407K 0.47% 70
2013
Q4 		$6.37M Buy
+276,175
New +$6.27M 0.47% 73

Other funds holding BHE

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Calvert Investment Management's BHE Position: Q3 2014 in Review

Calvert Investment Management sold out of Benchmark Electronics (BHE) in Q3 2014, closing a stake of 303,390 shares — an estimated $7.73M sold.

Calvert Investment Management first reported a position in BHE in Q4 2013 and held it in 3 quarters. The position peaked at $7.73M in Q2 2014. 190 funds tracked by Wall St. Rank hold BHE as of Q3 2014.

  • Calvert Investment Management reported no remaining Benchmark Electronics position as of Q3 2014 after selling out during the quarter.
  • Calvert Investment Management sold 303,390 Benchmark Electronics shares in Q3 2014, an estimated $7.73M.
  • Calvert Investment Management first reported a position in Benchmark Electronics in Q4 2013 and held it in 3 quarters.
  • Calvert Investment Management's Benchmark Electronics position peaked at $7.73M in Q2 2014.
  • 190 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2014.

Based on Calvert Investment Management's 13F filing for Q3 2014, filed 4 Nov 2014.