ZIM
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Zacks Investment Management’s Benchmark Electronics BHE Stock Holding History

Zacks Investment 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
2016
Q4 		– Sell
-53,329
Closed -$1.33M – 643
2016
Q3 		$1.33M Buy
+53,329
New +$1.26M 0.04% 276
2015
Q1 		– Sell
-47,873
Closed -$1.22M – 627
2014
Q4 		$1.22M Sell
47,873
-3,077
-6% -$72.3K 0.04% 238
2014
Q3 		$1.13M Buy
50,950
+9,522
+23% +$231K 0.04% 227
2014
Q2 		$1.06M Buy
+41,428
New +$974K 0.04% 248

Other funds holding BHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Zacks Investment Management's BHE Position: Q4 2016 in Review

Zacks Investment Management sold out of Benchmark Electronics (BHE) in Q4 2016, closing a stake of 53,329 shares — an estimated $1.33M sold.

Zacks Investment Management first reported a position in BHE in Q2 2014 and held it in 4 quarters. The position peaked at $1.33M in Q3 2016. 200 funds tracked by Wall St. Rank hold BHE as of Q4 2016.

  • Zacks Investment Management reported no remaining Benchmark Electronics position as of Q4 2016 after selling out during the quarter.
  • Zacks Investment Management sold 53,329 Benchmark Electronics shares in Q4 2016, an estimated $1.33M.
  • Zacks Investment Management first reported a position in Benchmark Electronics in Q2 2014 and held it in 4 quarters.
  • Zacks Investment Management's Benchmark Electronics position peaked at $1.33M in Q3 2016.
  • 200 funds tracked by Wall St. Rank held Benchmark Electronics as of Q4 2016.

Based on Zacks Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.