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Frontier Wealth Management’s Benchmark Electronics BHE Stock Holding History

Frontier Wealth 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
Q2 		– Sell
-7,228
Closed -$230K – 389
2017
Q1 		$230K Sell
7,228
-243
-3% -$7.62K 0.04% 344
2016
Q4 		$228K Buy
+7,471
New +$204K 0.04% 336

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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Frontier Wealth Management's BHE Position: Q2 2017 in Review

Frontier Wealth Management sold out of Benchmark Electronics (BHE) in Q2 2017, closing a stake of 7,228 shares — an estimated $230K sold.

Frontier Wealth Management first reported a position in BHE in Q4 2016 and held it in 2 quarters. The position peaked at $230K in Q1 2017. 210 funds tracked by Wall St. Rank hold BHE as of Q2 2017.

  • Frontier Wealth Management reported no remaining Benchmark Electronics position as of Q2 2017 after selling out during the quarter.
  • Frontier Wealth Management sold 7,228 Benchmark Electronics shares in Q2 2017, an estimated $230K.
  • Frontier Wealth Management first reported a position in Benchmark Electronics in Q4 2016 and held it in 2 quarters.
  • Frontier Wealth Management's Benchmark Electronics position peaked at $230K in Q1 2017.
  • 210 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2017.

Based on Frontier Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.