Burney Company’s SunCoke Energy SXC Stock Holding History

Burney Company’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
2014 Q4	–	Sell	-13,178	Closed	-$296K	–	398
2014 Q3	$296K	Sell	13,178 -2,066	-14%	-$47.8K	0.03%	334
2014 Q2	$328K	Sell	15,244 -2,552	-14%	-$53.6K	0.03%	331
2014 Q1	$406K	Sell	17,796 -1,423	-7%	-$31.3K	0.04%	295
2013 Q4	$438K	Sell	19,219 -1,979	-9%	-$40.8K	0.04%	291
2013 Q3	$360K	Sell	21,198 -1,932	-8%	-$30.7K	0.04%	311
2013 Q2	$324K	Buy	+23,130	New	+$354K	0.04%	320

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

WFC

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

HCM

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

KCM

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

BWCA

Brenner West Capital Advisors New York $804M AUM 16.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Burney Company's SXC Position: Q4 2014 in Review

Burney Company sold out of SunCoke Energy (SXC) in Q4 2014, closing a stake of 13,178 shares — an estimated $296K sold.

Burney Company first reported a position in SXC in Q2 2013 and held it in 6 quarters. The position peaked at $438K in Q4 2013. 188 funds tracked by Wall St. Rank hold SXC as of Q4 2014.

Burney Company reported no remaining SunCoke Energy position as of Q4 2014 after selling out during the quarter.
Burney Company sold 13,178 SunCoke Energy shares in Q4 2014, an estimated $296K.
Burney Company first reported a position in SunCoke Energy in Q2 2013 and held it in 6 quarters.
Burney Company's SunCoke Energy position peaked at $438K in Q4 2013.
188 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2014.

Based on Burney Company's 13F filing for Q4 2014, filed 11 Feb 2015.