LS
SWC

Lupo Securities’s Stillwater Mining Co SWC Stock Holding History

Lupo Securities’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 		$2K Buy
+20
New +$191 0.02% 105
2015
Q2 		– Sell
-20
Closed -$1K – 462
2015
Q1 		$1K Sell
20
-20
-50% -$277 ﹤0.01% 449
2014
Q4 		$5.9K Buy
+40
New +$549 ﹤0.01% 384

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

Lupo Securities's SWC Position: Q3 2015 in Review

Lupo Securities increased its Stillwater Mining Co (SWC) stake by 239% in Q3 2015, buying an estimated $7.66K and bringing the position to 1,135 shares worth $12K. The position accounts for 0.09% of the portfolio, ranked #65.

Lupo Securities first reported a position in SWC in Q4 2014 and has held it in 4 quarters since. The position peaked at $20.4K in Q4 2014. 179 funds tracked by Wall St. Rank hold SWC as of Q3 2015.

  • Lupo Securities held 1,135 shares of Stillwater Mining Co worth $12K as of Q3 2015.
  • Lupo Securities bought 800 Stillwater Mining Co shares in Q3 2015, an estimated $7.66K.
  • Stillwater Mining Co made up 0.09% of Lupo Securities's portfolio in Q3 2015, its #65 holding.
  • Lupo Securities first reported a position in Stillwater Mining Co in Q4 2014 and has held it in 4 quarters since.
  • Lupo Securities's Stillwater Mining Co position peaked at $20.4K in Q4 2014.
  • 179 funds tracked by Wall St. Rank held Stillwater Mining Co as of Q3 2015.

Based on Lupo Securities's 13F filing for Q3 2015, filed 13 Nov 2015.