LA
SWC

Lucus Advisors’s Stillwater Mining Co SWC Stock Holding History

Lucus 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
2015
Q3 		– Sell
-15,009
Closed -$174K – 392
2015
Q2 		$174K Buy
+15,009
New +$203K 0.08% 331

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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

Lucus Advisors's SWC Position: Q3 2015 in Review

Lucus Advisors sold out of Stillwater Mining Co (SWC) in Q3 2015, closing a stake of 15,009 shares — an estimated $174K sold.

Lucus Advisors first reported a position in SWC in Q2 2015 and held it in 1 quarter. The position peaked at $174K in Q2 2015. 179 funds tracked by Wall St. Rank hold SWC as of Q3 2015.

  • Lucus Advisors reported no remaining Stillwater Mining Co position as of Q3 2015 after selling out during the quarter.
  • Lucus Advisors sold 15,009 Stillwater Mining Co shares in Q3 2015, an estimated $174K.
  • Lucus Advisors first reported a position in Stillwater Mining Co in Q2 2015 and held it in 1 quarter.
  • Lucus Advisors's Stillwater Mining Co position peaked at $174K in Q2 2015.
  • 179 funds tracked by Wall St. Rank held Stillwater Mining Co as of Q3 2015.

Based on Lucus Advisors's 13F filing for Q3 2015, filed 23 Oct 2015.