FM
SWC

Forward Management’s Stillwater Mining Co SWC Stock Holding History

Forward 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
Q1 		– Sell
-30,000
Closed -$442K – 436
2014
Q4 		$442K Hold
30,000
– – 0.02% 240
2014
Q3 		$451K Hold
30,000
– – 0.03% 242
2014
Q2 		$527K Hold
30,000
– – 0.03% 223
2014
Q1 		$444K Hold
30,000
– – 0.03% 237
2013
Q4 		$370K Hold
30,000
– – 0.02% 267
2013
Q3 		$330K Hold
30,000
– – 0.02% 276
2013
Q2 		$322K Buy
+30,000
New +$355K 0.03% 277

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
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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Forward Management's SWC Position: Q1 2015 in Review

Forward Management sold out of Stillwater Mining Co (SWC) in Q1 2015, closing a stake of 30,000 shares — an estimated $442K sold.

Forward Management first reported a position in SWC in Q2 2013 and held it in 7 quarters. The position peaked at $527K in Q2 2014. 201 funds tracked by Wall St. Rank hold SWC as of Q1 2015.

  • Forward Management reported no remaining Stillwater Mining Co position as of Q1 2015 after selling out during the quarter.
  • Forward Management sold 30,000 Stillwater Mining Co shares in Q1 2015, an estimated $442K.
  • Forward Management first reported a position in Stillwater Mining Co in Q2 2013 and held it in 7 quarters.
  • Forward Management's Stillwater Mining Co position peaked at $527K in Q2 2014.
  • 201 funds tracked by Wall St. Rank held Stillwater Mining Co as of Q1 2015.

Based on Forward Management's 13F filing for Q1 2015, filed 14 May 2015.