LPL Financial
SWC

LPL Financial’s Stillwater Mining Co SWC Stock Holding History

LPL Financial’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
2017
Q1 		– Sell
-34,574
Closed -$561K – 2869
2016
Q4 		$561K Sell
34,574
-6,224
-15% -$89K ﹤0.01% 1651
2016
Q3 		$487K Sell
40,798
-500
-1% -$6.71K ﹤0.01% 1743
2016
Q2 		$506K Sell
41,298
-41,298
-50% -$442K ﹤0.01% 1664
2016
Q1 		$865K Sell
82,596
-5,960
-7% -$47.7K ﹤0.01% 1783
2015
Q4 		$728K Buy
88,556
+19,693
+29% +$188K ﹤0.01% 1936
2015
Q3 		$749K Buy
68,863
+9,102
+15% +$87.1K ﹤0.01% 1459
2015
Q2 		$678K Buy
59,761
+2,616
+5% +$35.4K ﹤0.01% 1654
2015
Q1 		$749K Buy
57,145
+914
+2% +$12.7K ﹤0.01% 1563
2014
Q4 		$829K Sell
56,231
-4,588
-8% -$63K ﹤0.01% 1444
2014
Q3 		$893K Buy
60,819
+6,786
+13% +$122K 0.01% 1354
2014
Q2 		$948K Buy
54,033
+871
+2% +$14.2K 0.01% 1365
2014
Q1 		$787K Sell
53,162
-150
-0.3% -$2.04K ﹤0.01% 1420
2013
Q4 		$658K Sell
53,312
-1,602
-3% -$18K ﹤0.01% 1536
2013
Q3 		$597K Buy
54,914
+7,759
+16% +$89.8K ﹤0.01% 1516
2013
Q2 		$506K Buy
+47,155
New +$558K ﹤0.01% 1558

Other funds holding SWC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LPL Financial's SWC Position: Q1 2017 in Review

LPL Financial sold out of Stillwater Mining Co (SWC) in Q1 2017, closing a stake of 34,574 shares — an estimated $561K sold.

LPL Financial first reported a position in SWC in Q2 2013 and held it in 15 quarters. The position peaked at $948K in Q2 2014. 191 funds tracked by Wall St. Rank hold SWC as of Q1 2017.

  • LPL Financial reported no remaining Stillwater Mining Co position as of Q1 2017 after selling out during the quarter.
  • LPL Financial sold 34,574 Stillwater Mining Co shares in Q1 2017, an estimated $561K.
  • LPL Financial first reported a position in Stillwater Mining Co in Q2 2013 and held it in 15 quarters.
  • LPL Financial's Stillwater Mining Co position peaked at $948K in Q2 2014.
  • 191 funds tracked by Wall St. Rank held Stillwater Mining Co as of Q1 2017.

Based on LPL Financial's 13F filing for Q1 2017, filed 15 May 2017.