Wealthspire Advisors (Maryland)’s Benchmark Electronics BHE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-115	Closed	-$3K	–	637
2019 Q1	$3K	Buy	115 +48	+72%	+$1.23K	﹤0.01%	1976
2018 Q4	$1K	Sell	67 -40	-37%	-$920	﹤0.01%	2227
2018 Q3	$3K	Buy	107 +8	+8%	+$211	﹤0.01%	2004
2018 Q2	$3K	Buy	99 +35	+55%	+$1K	﹤0.01%	1980
2018 Q1	$2K	Hold	64	–	–	﹤0.01%	2137
2017 Q4	$2K	Buy	64 +55	+611%	+$1.71K	﹤0.01%	2091
2017 Q3	$0	Buy	9 +1	+13%	+$33	﹤0.01%	2262
2017 Q2	$0	Buy	8 +1	+14%	+$32	﹤0.01%	2197
2017 Q1	$0	Buy	+7	New	+$219	﹤0.01%	1920

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

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BHE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Benchmark Electronics (BHE) in Q2 2019, closing a stake of 115 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in BHE in Q1 2017 and held it in 9 quarters. The position peaked at $3K in Q1 2019. 187 funds tracked by Wall St. Rank hold BHE as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Benchmark Electronics position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 115 Benchmark Electronics shares in Q2 2019, an estimated $3K.
Wealthspire Advisors (Maryland) first reported a position in Benchmark Electronics in Q1 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Benchmark Electronics position peaked at $3K in Q1 2019.
187 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.