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Freedom Investment Management’s Benchmark Electronics BHE Stock Holding History

Freedom 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
2017
Q1 		– Sell
-10,603
Closed -$323K – 1058
2016
Q4 		$323K Sell
10,603
-755
-7% -$20.7K 0.02% 659
2016
Q3 		$283K Sell
11,358
-1,008
-8% -$23.9K 0.02% 666
2016
Q2 		$262K Buy
12,366
+1,383
+13% +$28.9K 0.02% 641
2016
Q1 		$253K Sell
10,983
-3,297
-23% -$69.6K 0.02% 626
2015
Q4 		$295K Buy
14,280
+10,816
+312% +$229K 0.02% 564
2015
Q3 		$465K Sell
3,464
-11,678
-77% -$250K 0.05% 339
2015
Q2 		$330K Buy
15,142
+520
+4% +$12.3K 0.03% 456
2015
Q1 		$351K Buy
14,622
+427
+3% +$10.2K 0.04% 427
2014
Q4 		$361K Buy
14,195
+86
+0.6% +$2.02K 0.05% 359
2014
Q3 		$313K Buy
14,109
+1,054
+8% +$25.5K 0.06% 324
2014
Q2 		$333K Buy
13,055
+240
+2% +$5.64K 0.06% 312
2014
Q1 		$290K Buy
+12,815
New +$299K 0.06% 302

Other funds holding BHE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Freedom Investment Management's BHE Position: Q1 2017 in Review

Freedom Investment Management sold out of Benchmark Electronics (BHE) in Q1 2017, closing a stake of 10,603 shares — an estimated $323K sold.

Freedom Investment Management first reported a position in BHE in Q1 2014 and held it in 12 quarters. The position peaked at $465K in Q3 2015. 203 funds tracked by Wall St. Rank hold BHE as of Q1 2017.

  • Freedom Investment Management reported no remaining Benchmark Electronics position as of Q1 2017 after selling out during the quarter.
  • Freedom Investment Management sold 10,603 Benchmark Electronics shares in Q1 2017, an estimated $323K.
  • Freedom Investment Management first reported a position in Benchmark Electronics in Q1 2014 and held it in 12 quarters.
  • Freedom Investment Management's Benchmark Electronics position peaked at $465K in Q3 2015.
  • 203 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2017.

Based on Freedom Investment Management's 13F filing for Q1 2017, filed 2 May 2017.