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Avantax Planning Partners’s SunCoke Energy SXC Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-766
Closed -$9K – 1083
2018
Q3 		$9K Buy
+766
New +$9.11K ﹤0.01% 918
2018
Q2 		– Sell
-510
Closed -$5K – 1323
2018
Q1 		$5K Buy
+510
New +$5.79K ﹤0.01% 1360

Other funds holding SXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Planning Partners's SXC Position: Q4 2018 in Review

Avantax Planning Partners sold out of SunCoke Energy (SXC) in Q4 2018, closing a stake of 766 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in SXC in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q3 2018. 191 funds tracked by Wall St. Rank hold SXC as of Q4 2018.

  • Avantax Planning Partners reported no remaining SunCoke Energy position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 766 SunCoke Energy shares in Q4 2018, an estimated $9K.
  • Avantax Planning Partners first reported a position in SunCoke Energy in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's SunCoke Energy position peaked at $9K in Q3 2018.
  • 191 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.