W
SWC

Wealthfront’s Stillwater Mining Co SWC Stock Holding History

Wealthfront’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
-56
Closed -$1K – 1539
2015
Q2 		$1K Buy
56
+52
+1,300% +$703 ﹤0.01% 1275
2015
Q1 		$0 Buy
4
+2
+100% +$28 ﹤0.01% 1285
2014
Q4 		$0 Buy
+2
New +$27 ﹤0.01% 1131

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

Wealthfront's SWC Position: Q3 2015 in Review

Wealthfront sold out of Stillwater Mining Co (SWC) in Q3 2015, closing a stake of 56 shares — an estimated $1K sold.

Wealthfront first reported a position in SWC in Q4 2014 and held it in 3 quarters. The position peaked at $1K in Q2 2015. 179 funds tracked by Wall St. Rank hold SWC as of Q3 2015.

  • Wealthfront reported no remaining Stillwater Mining Co position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 56 Stillwater Mining Co shares in Q3 2015, an estimated $1K.
  • Wealthfront first reported a position in Stillwater Mining Co in Q4 2014 and held it in 3 quarters.
  • Wealthfront's Stillwater Mining Co position peaked at $1K in Q2 2015.
  • 179 funds tracked by Wall St. Rank held Stillwater Mining Co as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.