NorthCoast Asset Management’s Benchmark Electronics BHE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-45,631	Closed	-$1.03M	–	160
2014 Q1	$1.03M	Buy	45,631 +6,333	+16%	+$144K	0.07%	119
2013 Q4	$907K	Hold	39,298	–	–	0.06%	148
2013 Q3	$900K	Buy	+39,298	New	+$900K	0.06%	119