GA
SWC

Geneva Advisors’s Stillwater Mining Co SWC Stock Holding History

Geneva Advisors’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
2016
Q1 		– Sell
-39,105
Closed -$335K – 750
2015
Q4 		$335K Sell
39,105
-5,095
-12% -$48.7K 0.01% 481
2015
Q3 		$457K Sell
44,200
-3,715
-8% -$35.5K 0.01% 402
2015
Q2 		$555K Sell
47,915
-310
-0.6% -$4.19K 0.01% 410
2015
Q1 		$623K Sell
48,225
-2,470
-5% -$34.2K 0.01% 372
2014
Q4 		$747K Sell
50,695
-2,290
-4% -$31.4K 0.01% 341
2014
Q3 		$796K Buy
52,985
+12,830
+32% +$230K 0.02% 347
2014
Q2 		$705K Buy
40,155
+12,815
+47% +$208K 0.01% 372
2014
Q1 		$405K Buy
+27,340
New +$372K 0.01% 430

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
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Geneva Advisors's SWC Position: Q1 2016 in Review

Geneva Advisors sold out of Stillwater Mining Co (SWC) in Q1 2016, closing a stake of 39,105 shares — an estimated $335K sold.

Geneva Advisors first reported a position in SWC in Q1 2014 and held it in 8 quarters. The position peaked at $796K in Q3 2014. 166 funds tracked by Wall St. Rank hold SWC as of Q1 2016.

  • Geneva Advisors reported no remaining Stillwater Mining Co position as of Q1 2016 after selling out during the quarter.
  • Geneva Advisors sold 39,105 Stillwater Mining Co shares in Q1 2016, an estimated $335K.
  • Geneva Advisors first reported a position in Stillwater Mining Co in Q1 2014 and held it in 8 quarters.
  • Geneva Advisors's Stillwater Mining Co position peaked at $796K in Q3 2014.
  • 166 funds tracked by Wall St. Rank held Stillwater Mining Co as of Q1 2016.

Based on Geneva Advisors's 13F filing for Q1 2016, filed 3 May 2016.