EWM
SWC

Elite Wealth Management’s Stillwater Mining Co SWC Stock Holding History

Elite 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
2014
Q1 		– Sell
-145
Closed -$2K – 767
2013
Q4 		$2K Buy
+145
New +$1.63K ﹤0.01% 727

Other funds holding SWC

PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Elite Wealth Management's SWC Position: Q1 2014 in Review

Elite Wealth Management sold out of Stillwater Mining Co (SWC) in Q1 2014, closing a stake of 145 shares — an estimated $2K sold.

Elite Wealth Management first reported a position in SWC in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 202 funds tracked by Wall St. Rank hold SWC as of Q1 2014.

  • Elite Wealth Management reported no remaining Stillwater Mining Co position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 145 Stillwater Mining Co shares in Q1 2014, an estimated $2K.
  • Elite Wealth Management first reported a position in Stillwater Mining Co in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Stillwater Mining Co position peaked at $2K in Q4 2013.
  • 202 funds tracked by Wall St. Rank held Stillwater Mining Co as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.