KFS
SWC

KMS Financial Services’s Stillwater Mining Co SWC Stock Holding History

KMS Financial Services’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
Q2 		– Sell
-10,490
Closed -$155K – 588
2014
Q1 		$155K Buy
+10,490
New +$143K 0.02% 492

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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KMS Financial Services's SWC Position: Q2 2014 in Review

KMS Financial Services sold out of Stillwater Mining Co (SWC) in Q2 2014, closing a stake of 10,490 shares — an estimated $155K sold.

KMS Financial Services first reported a position in SWC in Q1 2014 and held it in 1 quarter. The position peaked at $155K in Q1 2014. 213 funds tracked by Wall St. Rank hold SWC as of Q2 2014.

  • KMS Financial Services reported no remaining Stillwater Mining Co position as of Q2 2014 after selling out during the quarter.
  • KMS Financial Services sold 10,490 Stillwater Mining Co shares in Q2 2014, an estimated $155K.
  • KMS Financial Services first reported a position in Stillwater Mining Co in Q1 2014 and held it in 1 quarter.
  • KMS Financial Services's Stillwater Mining Co position peaked at $155K in Q1 2014.
  • 213 funds tracked by Wall St. Rank held Stillwater Mining Co as of Q2 2014.

Based on KMS Financial Services's 13F filing for Q2 2014, filed 12 Aug 2014.