Ruffer LLP’s SEACOR Marine Holdings SMHI Stock Holding History

Ruffer LLP’s Portfolio SMHI Stock Details SMHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-55,583	Closed	-$1.07M	–	81
2018 Q1	$1.07M	Buy	55,583 +5,617	+11%	+$89.5K	0.05%	46
2017 Q4	$584K	Buy	49,966 +14,383	+40%	+$189K	0.02%	61
2017 Q3	$557K	Hold	35,583	–	–	0.02%	64
2017 Q2	$724K	Buy	+35,583	New	+$681K	0.04%	58

Other funds holding SMHI

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TAM

Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return

Ruffer LLP's SMHI Position: Q2 2018 in Review

Ruffer LLP sold out of SEACOR Marine Holdings (SMHI) in Q2 2018, closing a stake of 55,583 shares — an estimated $1.07M sold.

Ruffer LLP first reported a position in SMHI in Q2 2017 and held it in 4 quarters. The position peaked at $1.07M in Q1 2018. 74 funds tracked by Wall St. Rank hold SMHI as of Q2 2018.

Ruffer LLP reported no remaining SEACOR Marine Holdings position as of Q2 2018 after selling out during the quarter.
Ruffer LLP sold 55,583 SEACOR Marine Holdings shares in Q2 2018, an estimated $1.07M.
Ruffer LLP first reported a position in SEACOR Marine Holdings in Q2 2017 and held it in 4 quarters.
Ruffer LLP's SEACOR Marine Holdings position peaked at $1.07M in Q1 2018.
74 funds tracked by Wall St. Rank held SEACOR Marine Holdings as of Q2 2018.

Based on Ruffer LLP's 13F filing for Q2 2018, filed 31 Jul 2018.