CFA
SWC

Carroll Financial Associates’s Stillwater Mining Co SWC Stock Holding History

Carroll Financial Associates’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
2014
Q3 		– Sell
-100
Closed -$2K – 999
2014
Q2 		$2K Hold
100
– – ﹤0.01% 841
2014
Q1 		$1K Hold
100
– – ﹤0.01% 843
2013
Q4 		$1K Hold
100
– – ﹤0.01% 782
2013
Q3 		$1K Hold
100
– – ﹤0.01% 772
2013
Q2 		$1K Buy
+100
New +$1.18K ﹤0.01% 599

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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 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

Carroll Financial Associates's SWC Position: Q3 2014 in Review

Carroll Financial Associates sold out of Stillwater Mining Co (SWC) in Q3 2014, closing a stake of 100 shares — an estimated $2K sold.

Carroll Financial Associates first reported a position in SWC in Q2 2013 and held it in 5 quarters. The position peaked at $2K in Q2 2014. 215 funds tracked by Wall St. Rank hold SWC as of Q3 2014.

  • Carroll Financial Associates reported no remaining Stillwater Mining Co position as of Q3 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 100 Stillwater Mining Co shares in Q3 2014, an estimated $2K.
  • Carroll Financial Associates first reported a position in Stillwater Mining Co in Q2 2013 and held it in 5 quarters.
  • Carroll Financial Associates's Stillwater Mining Co position peaked at $2K in Q2 2014.
  • 215 funds tracked by Wall St. Rank held Stillwater Mining Co as of Q3 2014.

Based on Carroll Financial Associates's 13F filing for Q3 2014, filed 13 Nov 2014.