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Willingdon Wealth Management’s Benchmark Electronics BHE Stock Holding History

Willingdon Wealth Management’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
2017
Q4 		– Sell
-180
Closed -$6K – 348
2017
Q3 		$6K Buy
+180
New +$5.91K ﹤0.01% 248

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JP Morgan Chase
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
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Norges Bank
Norges Bank Oslo, Norway $935B AUM
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Willingdon Wealth Management's BHE Position: Q4 2017 in Review

Willingdon Wealth Management sold out of Benchmark Electronics (BHE) in Q4 2017, closing a stake of 180 shares — an estimated $6K sold.

Willingdon Wealth Management first reported a position in BHE in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 213 funds tracked by Wall St. Rank hold BHE as of Q4 2017.

  • Willingdon Wealth Management reported no remaining Benchmark Electronics position as of Q4 2017 after selling out during the quarter.
  • Willingdon Wealth Management sold 180 Benchmark Electronics shares in Q4 2017, an estimated $6K.
  • Willingdon Wealth Management first reported a position in Benchmark Electronics in Q3 2017 and held it in 1 quarter.
  • Willingdon Wealth Management's Benchmark Electronics position peaked at $6K in Q3 2017.
  • 213 funds tracked by Wall St. Rank held Benchmark Electronics as of Q4 2017.

Based on Willingdon Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.