BRWM
SWC

B. Riley Wealth Management’s Stillwater Mining Co SWC Stock Holding History

B. Riley Wealth Management’s Portfolio SWC Stock Details SWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-600
Closed -$6K – 951
2015
Q2 		$6K Hold
600
– – ﹤0.01% 846
2015
Q1 		$7K Sell
600
-25,100
-98% -$347K 0.01% 817
2014
Q4 		$378K Sell
25,700
-24,000
-48% -$329K 0.31% 81
2014
Q3 		$746K Sell
49,700
-4,000
-7% -$71.8K 0.55% 36
2014
Q2 		$942K Buy
+53,700
New +$873K 0.61% 29

Other funds holding SWC

PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Management's SWC Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Stillwater Mining Co (SWC) in Q3 2015, closing a stake of 600 shares — an estimated $6K sold.

B. Riley Wealth Management first reported a position in SWC in Q2 2014 and held it in 5 quarters. The position peaked at $942K in Q2 2014. 179 funds tracked by Wall St. Rank hold SWC as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Stillwater Mining Co position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 600 Stillwater Mining Co shares in Q3 2015, an estimated $6K.
  • B. Riley Wealth Management first reported a position in Stillwater Mining Co in Q2 2014 and held it in 5 quarters.
  • B. Riley Wealth Management's Stillwater Mining Co position peaked at $942K in Q2 2014.
  • 179 funds tracked by Wall St. Rank held Stillwater Mining Co as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.