Johanson Financial Advisors’s Benchmark Electronics BHE Stock Holding History

Johanson Financial 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
2017 Q4	–	Sell	-8,353	Closed	-$285K	–	85
2017 Q3	$285K	Hold	8,353	–	–	0.21%	72
2017 Q2	$270K	Sell	8,353 -1,000	-11%	-$32.2K	0.22%	69
2017 Q1	$297K	Buy	+9,353	New	+$293K	0.26%	69
2016 Q4	–	Sell	-11,353	Closed	-$283K	–	15
2016 Q3	$283K	Buy	11,353 +1,000	+10%	+$23.7K	0.3%	60
2016 Q2	$219K	Hold	10,353	–	–	0.26%	65
2016 Q1	$239K	Buy	+10,353	New	+$219K	0.29%	60

Other funds holding BHE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Johanson Financial Advisors's BHE Position: Q4 2017 in Review

Johanson Financial Advisors sold out of Benchmark Electronics (BHE) in Q4 2017, closing a stake of 8,353 shares — an estimated $285K sold.

Johanson Financial Advisors first reported a position in BHE in Q1 2016 and held it in 6 quarters. The position peaked at $297K in Q1 2017. 213 funds tracked by Wall St. Rank hold BHE as of Q4 2017.

Johanson Financial Advisors reported no remaining Benchmark Electronics position as of Q4 2017 after selling out during the quarter.
Johanson Financial Advisors sold 8,353 Benchmark Electronics shares in Q4 2017, an estimated $285K.
Johanson Financial Advisors first reported a position in Benchmark Electronics in Q1 2016 and held it in 6 quarters.
Johanson Financial Advisors's Benchmark Electronics position peaked at $297K in Q1 2017.
213 funds tracked by Wall St. Rank held Benchmark Electronics as of Q4 2017.

Based on Johanson Financial Advisors's 13F filing for Q4 2017, filed 16 Jan 2018.