Creative Planning’s Stillwater Mining Co SWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,500
| Closed | -$43K | – | 5065 |
|
|
2017
Q1 | $43K | Sell |
2,500
-100
| -4% | -$1.71K | ﹤0.01% | 2602 |
|
|
2016
Q4 | $42K | Sell |
2,600
-5,300
| -67% | -$75.8K | ﹤0.01% | 2543 |
|
|
2016
Q3 | $106K | Buy |
7,900
+4,300
| +119% | +$57.7K | ﹤0.01% | 1810 |
|
|
2016
Q2 | $43K | Buy |
3,600
+1,100
| +44% | +$11.8K | ﹤0.01% | 2257 |
|
|
2016
Q1 | $27K | Hold |
2,500
| – | – | ﹤0.01% | 2559 |
|
|
2015
Q4 | $21K | Sell |
2,500
-1,050
| -30% | -$10K | ﹤0.01% | 2831 |
|
|
2015
Q3 | $37K | Buy |
+3,550
| New | +$34K | ﹤0.01% | 2285 |
|
|
2015
Q2 | – | Sell |
-3,850
| Closed | -$50K | – | 3756 |
|
|
2015
Q1 | $50K | Sell |
3,850
-200
| -5% | -$2.77K | ﹤0.01% | 2035 |
|
|
2014
Q4 | $60K | Buy |
4,050
+1,000
| +33% | +$13.7K | ﹤0.01% | 1888 |
|
|
2014
Q3 | $46K | Sell |
3,050
-5,750
| -65% | -$103K | ﹤0.01% | 1982 |
|
|
2014
Q2 | $154K | Sell |
8,800
-500
| -5% | -$8.13K | ﹤0.01% | 1177 |
|
|
2014
Q1 | $138K | Buy |
9,300
+500
| +6% | +$6.79K | ﹤0.01% | 1196 |
|
|
2013
Q4 | $109K | Buy |
8,800
+1,000
| +13% | +$11.3K | ﹤0.01% | 1157 |
|
|
2013
Q3 | $86K | Hold |
7,800
| – | – | ﹤0.01% | 1208 |
|
|
2013
Q2 | $84K | Buy |
+7,800
| New | +$92.3K | ﹤0.01% | 1086 |
|
Creative Planning's SWC Position: Q2 2017 in Review
Creative Planning sold out of Stillwater Mining Co (SWC) in Q2 2017, closing a stake of 2,500 shares — an estimated $43K sold.
Creative Planning first reported a position in SWC in Q2 2013 and held it in 15 quarters. The position peaked at $154K in Q2 2014. 0 funds tracked by Wall St. Rank hold SWC as of Q2 2017.
- Creative Planning reported no remaining Stillwater Mining Co position as of Q2 2017 after selling out during the quarter.
- Creative Planning sold 2,500 Stillwater Mining Co shares in Q2 2017, an estimated $43K.
- Creative Planning first reported a position in Stillwater Mining Co in Q2 2013 and held it in 15 quarters.
- Creative Planning's Stillwater Mining Co position peaked at $154K in Q2 2014.
- 0 funds tracked by Wall St. Rank held Stillwater Mining Co as of Q2 2017.
Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.