WCP
SWC

Welch Capital Partners’s Stillwater Mining Co SWC Stock Holding History

Welch Capital Partners’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
Q3 		– Sell
-1,500
Closed -$16K – 61
2013
Q2 		$16K Buy
+1,500
New +$17.8K 0.01% 51

Other funds holding SWC

PIM
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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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Welch Capital Partners's SWC Position: Q3 2013 in Review

Welch Capital Partners sold out of Stillwater Mining Co (SWC) in Q3 2013, closing a stake of 1,500 shares — an estimated $16K sold.

Welch Capital Partners first reported a position in SWC in Q2 2013 and held it in 1 quarter. The position peaked at $16K in Q2 2013. 175 funds tracked by Wall St. Rank hold SWC as of Q3 2013.

  • Welch Capital Partners reported no remaining Stillwater Mining Co position as of Q3 2013 after selling out during the quarter.
  • Welch Capital Partners sold 1,500 Stillwater Mining Co shares in Q3 2013, an estimated $16K.
  • Welch Capital Partners first reported a position in Stillwater Mining Co in Q2 2013 and held it in 1 quarter.
  • Welch Capital Partners's Stillwater Mining Co position peaked at $16K in Q2 2013.
  • 175 funds tracked by Wall St. Rank held Stillwater Mining Co as of Q3 2013.

Based on Welch Capital Partners's 13F filing for Q3 2013, filed 12 Nov 2013.