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Waverly Advisors’s Benchmark Electronics BHE Stock Holding History

Waverly 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
2014
Q4 		– Sell
-138
Closed -$3K – 448
2014
Q3 		$3K Hold
138
– – ﹤0.01% 689
2014
Q2 		$4K Hold
138
– – ﹤0.01% 613
2014
Q1 		$3K Hold
138
– – ﹤0.01% 618
2013
Q4 		$3K Buy
+138
New +$3.13K ﹤0.01% 734

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

Waverly Advisors's BHE Position: Q4 2014 in Review

Waverly Advisors sold out of Benchmark Electronics (BHE) in Q4 2014, closing a stake of 138 shares — an estimated $3K sold.

Waverly Advisors first reported a position in BHE in Q4 2013 and held it in 4 quarters. The position peaked at $4K in Q2 2014. 199 funds tracked by Wall St. Rank hold BHE as of Q4 2014.

  • Waverly Advisors reported no remaining Benchmark Electronics position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 138 Benchmark Electronics shares in Q4 2014, an estimated $3K.
  • Waverly Advisors first reported a position in Benchmark Electronics in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Benchmark Electronics position peaked at $4K in Q2 2014.
  • 199 funds tracked by Wall St. Rank held Benchmark Electronics as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.