Ironwood Investment Management’s Benchmark Electronics BHE Stock Holding History

Ironwood 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
2015 Q3	–	Sell	-10,445	Closed	-$227K	–	156
2015 Q2	$227K	Sell	10,445 -4,060	-28%	-$96.2K	0.05%	150
2015 Q1	$349K	Sell	14,505 -3,075	-17%	-$73.4K	0.06%	138
2014 Q4	$447K	Hold	17,580	–	–	0.08%	130
2014 Q3	$390K	Sell	17,580 -395	-2%	-$9.57K	0.07%	134
2014 Q2	$458K	Sell	17,975 -695	-4%	-$16.3K	0.07%	136
2014 Q1	$423K	Hold	18,670	–	–	0.06%	131
2013 Q4	$431K	Sell	18,670 -165	-0.9%	-$3.75K	0.06%	132
2013 Q3	$431K	Sell	18,835 -95	-0.5%	-$2.1K	0.07%	131
2013 Q2	$380K	Buy	+18,930	New	+$352K	0.07%	130

Other funds holding BHE

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ironwood Investment Management's BHE Position: Q3 2015 in Review

Ironwood Investment Management sold out of Benchmark Electronics (BHE) in Q3 2015, closing a stake of 10,445 shares — an estimated $227K sold.

Ironwood Investment Management first reported a position in BHE in Q2 2013 and held it in 9 quarters. The position peaked at $458K in Q2 2014. 181 funds tracked by Wall St. Rank hold BHE as of Q3 2015.

Ironwood Investment Management reported no remaining Benchmark Electronics position as of Q3 2015 after selling out during the quarter.
Ironwood Investment Management sold 10,445 Benchmark Electronics shares in Q3 2015, an estimated $227K.
Ironwood Investment Management first reported a position in Benchmark Electronics in Q2 2013 and held it in 9 quarters.
Ironwood Investment Management's Benchmark Electronics position peaked at $458K in Q2 2014.
181 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2015.

Based on Ironwood Investment Management's 13F filing for Q3 2015, filed 14 Oct 2015.