Lucus Advisors’s Benchmark Electronics BHE Stock Holding History

Lucus 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 Q3	–	Sell	-10,945	Closed	-$354K	–	198
2017 Q2	$354K	Sell	10,945 -1,867	-15%	-$60.1K	0.48%	161
2017 Q1	$407K	Buy	+12,812	New	+$402K	0.38%	145
2016 Q4	–	Sell	-15,944	Closed	-$398K	–	65
2016 Q3	$398K	Sell	15,944 -683	-4%	-$16.2K	0.34%	62
2016 Q2	$352K	Buy	+16,627	New	+$347K	0.29%	64

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

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Lucus Advisors's BHE Position: Q3 2017 in Review

Lucus Advisors sold out of Benchmark Electronics (BHE) in Q3 2017, closing a stake of 10,945 shares — an estimated $354K sold.

Lucus Advisors first reported a position in BHE in Q2 2016 and held it in 4 quarters. The position peaked at $407K in Q1 2017. 203 funds tracked by Wall St. Rank hold BHE as of Q3 2017.

Lucus Advisors reported no remaining Benchmark Electronics position as of Q3 2017 after selling out during the quarter.
Lucus Advisors sold 10,945 Benchmark Electronics shares in Q3 2017, an estimated $354K.
Lucus Advisors first reported a position in Benchmark Electronics in Q2 2016 and held it in 4 quarters.
Lucus Advisors's Benchmark Electronics position peaked at $407K in Q1 2017.
203 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2017.

Based on Lucus Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.