RA
SWC

Rational Advisors’s Stillwater Mining Co SWC Stock Holding History

Rational 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
2013
Q4 		– Sell
-110,800
Closed -$1.22M – 898
2013
Q3 		$1.22M Sell
110,800
-300
-0.3% -$3.47K 0.09% 298
2013
Q2 		$1.19M Buy
+111,100
New +$1.32M 0.1% 302

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
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rational Advisors's SWC Position: Q4 2013 in Review

Rational Advisors sold out of Stillwater Mining Co (SWC) in Q4 2013, closing a stake of 110,800 shares — an estimated $1.22M sold.

Rational Advisors first reported a position in SWC in Q2 2013 and held it in 2 quarters. The position peaked at $1.22M in Q3 2013. 174 funds tracked by Wall St. Rank hold SWC as of Q4 2013.

  • Rational Advisors reported no remaining Stillwater Mining Co position as of Q4 2013 after selling out during the quarter.
  • Rational Advisors sold 110,800 Stillwater Mining Co shares in Q4 2013, an estimated $1.22M.
  • Rational Advisors first reported a position in Stillwater Mining Co in Q2 2013 and held it in 2 quarters.
  • Rational Advisors's Stillwater Mining Co position peaked at $1.22M in Q3 2013.
  • 174 funds tracked by Wall St. Rank held Stillwater Mining Co as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.