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WFG Advisors’s Benchmark Electronics BHE Stock Holding History

WFG 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
Q2 		– Sell
-600
Closed -$14K – 1984
2014
Q1 		$14K Hold
600
– – ﹤0.01% 1370
2013
Q4 		$14K Hold
600
– – ﹤0.01% 1473
2013
Q3 		$14K Hold
600
– – ﹤0.01% 1391
2013
Q2 		$12K Buy
+600
New +$11.2K ﹤0.01% 1388

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's BHE Position: Q2 2014 in Review

WFG Advisors sold out of Benchmark Electronics (BHE) in Q2 2014, closing a stake of 600 shares — an estimated $14K sold.

WFG Advisors first reported a position in BHE in Q2 2013 and held it in 4 quarters. The position peaked at $14K in Q1 2014. 204 funds tracked by Wall St. Rank hold BHE as of Q2 2014.

  • WFG Advisors reported no remaining Benchmark Electronics position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 600 Benchmark Electronics shares in Q2 2014, an estimated $14K.
  • WFG Advisors first reported a position in Benchmark Electronics in Q2 2013 and held it in 4 quarters.
  • WFG Advisors's Benchmark Electronics position peaked at $14K in Q1 2014.
  • 204 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.