Carroll Financial Associates’s SunCoke Energy SXC Stock Holding History

Carroll Financial Associates’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
2020 Q4	–	Sell	-141	Closed	–	–	1663
2020 Q3	$0	Hold	141	–	–	﹤0.01%	1665
2020 Q2	$0	Hold	141	–	–	﹤0.01%	1682
2020 Q1	$0	Hold	141	–	–	﹤0.01%	1663
2019 Q4	$0	Hold	141	–	–	﹤0.01%	1686
2019 Q3	$0	Hold	141	–	–	﹤0.01%	1703
2019 Q2	$1K	Hold	141	–	–	﹤0.01%	1511
2019 Q1	$1K	Hold	141	–	–	﹤0.01%	1327
2018 Q4	$1K	Hold	141	–	–	﹤0.01%	1254
2018 Q3	$1K	Hold	141	–	–	﹤0.01%	1275
2018 Q2	$1K	Hold	141	–	–	﹤0.01%	1235
2018 Q1	$1K	Hold	141	–	–	﹤0.01%	1223
2017 Q4	$1K	Hold	141	–	–	﹤0.01%	1204
2017 Q3	$1K	Sell	141 -6	-4%	-$56	﹤0.01%	1170
2017 Q2	$1K	Hold	147	–	–	﹤0.01%	1157
2017 Q1	$1K	Hold	147	–	–	﹤0.01%	1144
2016 Q4	$1K	Hold	147	–	–	﹤0.01%	1107
2016 Q3	$1K	Hold	147	–	–	﹤0.01%	1122
2016 Q2	$0	Hold	147	–	–	﹤0.01%	1217
2016 Q1	$0	Hold	147	–	–	﹤0.01%	1216
2015 Q4	$0	Hold	147	–	–	﹤0.01%	1164
2015 Q3	$0	Hold	147	–	–	﹤0.01%	1167
2015 Q2	$2K	Buy	147 +6	+4%	+$94	﹤0.01%	988
2015 Q1	$2K	Hold	141	–	–	﹤0.01%	741
2014 Q4	$2K	Sell	141 -6	-4%	-$126	﹤0.01%	672
2014 Q3	$3K	Hold	147	–	–	﹤0.01%	717
2014 Q2	$3K	Buy	147 +6	+4%	+$126	﹤0.01%	784
2014 Q1	$3K	Sell	141 -6	-4%	-$132	﹤0.01%	733
2013 Q4	$3K	Hold	147	–	–	﹤0.01%	682
2013 Q3	$2K	Hold	147	–	–	﹤0.01%	701
2013 Q2	$2K	Buy	+147	New	+$2.25K	﹤0.01%	552

Other funds holding SXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Carroll Financial Associates's SXC Position: Q4 2020 in Review

Carroll Financial Associates sold out of SunCoke Energy (SXC) in Q4 2020, closing a stake of 141 shares.

Carroll Financial Associates first reported a position in SXC in Q2 2013 and held it in 30 quarters. The position peaked at $3K in Q3 2014. 174 funds tracked by Wall St. Rank hold SXC as of Q4 2020.

Carroll Financial Associates reported no remaining SunCoke Energy position as of Q4 2020 after selling out during the quarter.
Carroll Financial Associates sold 141 SunCoke Energy shares in Q4 2020.
Carroll Financial Associates first reported a position in SunCoke Energy in Q2 2013 and held it in 30 quarters.
Carroll Financial Associates's SunCoke Energy position peaked at $3K in Q3 2014.
174 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2020.

Based on Carroll Financial Associates's 13F filing for Q4 2020, filed 8 Jan 2021.