Allen Investment Management’s SunCoke Energy SXC Stock Holding History

Allen Investment Management’s Portfolio SXC Stock Details SXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-842,000	Closed	-$16.3M	–	242
2014 Q4	$16.3M	Sell	842,000 -208,000	-20%	-$4.36M	1.23%	31
2014 Q3	$23.6M	Buy	1,050,000 +50,000	+5%	+$1.16M	1.95%	17
2014 Q2	$21.5M	Hold	1,000,000	–	–	2.25%	17
2014 Q1	$22.8M	Buy	1,000,000 +675,000	+208%	+$14.9M	3.54%	5
2013 Q4	$7.41M	Buy	+325,000	New	+$6.71M	1.57%	30

Other funds holding SXC

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

JCI

Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HCM

Hawkeye Capital Management Miami Beach, Florida $40.6M AUM 11.3% 1-Year Est. Return

WFC

West Face Capital Toronto, Ontario, Canada $16.6M AUM 18.79% 1-Year Est. Return

KCM

Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCM

Gruss Capital Management New York $715M AUM 9.91% 1-Year Est. Return

Allen Investment Management's SXC Position: Q1 2015 in Review

Allen Investment Management sold out of SunCoke Energy (SXC) in Q1 2015, closing a stake of 842,000 shares — an estimated $16.3M sold.

Allen Investment Management first reported a position in SXC in Q4 2013 and held it in 5 quarters. The position peaked at $23.6M in Q3 2014. 194 funds tracked by Wall St. Rank hold SXC as of Q1 2015.

Allen Investment Management reported no remaining SunCoke Energy position as of Q1 2015 after selling out during the quarter.
Allen Investment Management sold 842,000 SunCoke Energy shares in Q1 2015, an estimated $16.3M.
Allen Investment Management first reported a position in SunCoke Energy in Q4 2013 and held it in 5 quarters.
Allen Investment Management's SunCoke Energy position peaked at $23.6M in Q3 2014.
194 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2015.

Based on Allen Investment Management's 13F filing for Q1 2015, filed 15 May 2015.