WAS
SWC

Winch Advisory Services’s Stillwater Mining Co SWC Stock Holding History

Winch Advisory Services’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
2016
Q4 		– Sell
-140
Closed -$2K – 317
2016
Q3 		$2K Sell
140
-1,870
-93% -$25.1K ﹤0.01% 250
2016
Q2 		$24K Buy
+2,010
New +$21.5K 0.03% 99

Other funds holding SWC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Winch Advisory Services's SWC Position: Q4 2016 in Review

Winch Advisory Services sold out of Stillwater Mining Co (SWC) in Q4 2016, closing a stake of 140 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in SWC in Q2 2016 and held it in 2 quarters. The position peaked at $24K in Q2 2016. 203 funds tracked by Wall St. Rank hold SWC as of Q4 2016.

  • Winch Advisory Services reported no remaining Stillwater Mining Co position as of Q4 2016 after selling out during the quarter.
  • Winch Advisory Services sold 140 Stillwater Mining Co shares in Q4 2016, an estimated $2K.
  • Winch Advisory Services first reported a position in Stillwater Mining Co in Q2 2016 and held it in 2 quarters.
  • Winch Advisory Services's Stillwater Mining Co position peaked at $24K in Q2 2016.
  • 203 funds tracked by Wall St. Rank held Stillwater Mining Co as of Q4 2016.

Based on Winch Advisory Services's 13F filing for Q4 2016, filed 19 Jan 2017.