WA
SWC

WFG Advisors’s Stillwater Mining Co SWC Stock Holding History

WFG 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
2015
Q1 		– Sell
-300
Closed -$4K – 2196
2014
Q4 		$4K Hold
300
– – ﹤0.01% 1728
2014
Q3 		$5K Hold
300
– – ﹤0.01% 1692
2014
Q2 		$5K Hold
300
– – ﹤0.01% 1673
2014
Q1 		$4K Hold
300
– – ﹤0.01% 1696
2013
Q4 		$4K Hold
300
– – ﹤0.01% 1834
2013
Q3 		$3K Hold
300
– – ﹤0.01% 1890
2013
Q2 		$3K Buy
+300
New +$3.55K ﹤0.01% 1811

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
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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WFG Advisors's SWC Position: Q1 2015 in Review

WFG Advisors sold out of Stillwater Mining Co (SWC) in Q1 2015, closing a stake of 300 shares — an estimated $4K sold.

WFG Advisors first reported a position in SWC in Q2 2013 and held it in 7 quarters. The position peaked at $5K in Q3 2014. 201 funds tracked by Wall St. Rank hold SWC as of Q1 2015.

  • WFG Advisors reported no remaining Stillwater Mining Co position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 300 Stillwater Mining Co shares in Q1 2015, an estimated $4K.
  • WFG Advisors first reported a position in Stillwater Mining Co in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Stillwater Mining Co position peaked at $5K in Q3 2014.
  • 201 funds tracked by Wall St. Rank held Stillwater Mining Co as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.