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UBS’s Benchmark Electronics BHE Stock Holding History

UBS’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
2014
Q3 		$33K Buy
1,500
+700
+88% +$17K ﹤0.01% 7339
2014
Q2 		$20K Buy
+800
New +$18.8K ﹤0.01% 8069
2013
Q3 		– Sell
-1,200
Closed -$24K – 10354
2013
Q2 		$24K Buy
+1,200
New +$22.3K ﹤0.01% 7646

Other funds holding BHE

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS's BHE Position: Q3 2014 in Review

UBS increased its Benchmark Electronics (BHE) stake by 6.3% in Q3 2014, buying an estimated $210K and bringing the position to 147,407 shares worth $3.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

UBS first reported a position in BHE in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.54M in Q2 2014. 191 funds tracked by Wall St. Rank hold BHE as of Q3 2014.

  • UBS held 147,407 shares of Benchmark Electronics worth $3.27M as of Q3 2014.
  • UBS bought 8,681 Benchmark Electronics shares in Q3 2014, an estimated $210K.
  • Benchmark Electronics made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2445 holding.
  • UBS first reported a position in Benchmark Electronics in Q2 2013 and has held it in 6 quarters since.
  • UBS's Benchmark Electronics position peaked at $3.54M in Q2 2014.
  • 191 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.