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Executive Wealth Management’s SunCoke Energy SXC Stock Holding History

Executive Wealth 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
2019
Q3 		– Sell
-1,273
Closed -$11K – 707
2019
Q2 		$11K Hold
1,273
– – ﹤0.01% 598
2019
Q1 		$11K Buy
+1,273
New +$12.4K ﹤0.01% 537

Other funds holding SXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 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
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
JCG
JHL Capital Group Chicago, Illinois $805M AUM 50.84% 1-Year Est. Return

Executive Wealth Management's SXC Position: Q3 2019 in Review

Executive Wealth Management sold out of SunCoke Energy (SXC) in Q3 2019, closing a stake of 1,273 shares — an estimated $11K sold.

Executive Wealth Management first reported a position in SXC in Q1 2019 and held it in 2 quarters. The position peaked at $11K in Q2 2019. 183 funds tracked by Wall St. Rank hold SXC as of Q3 2019.

  • Executive Wealth Management reported no remaining SunCoke Energy position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,273 SunCoke Energy shares in Q3 2019, an estimated $11K.
  • Executive Wealth Management first reported a position in SunCoke Energy in Q1 2019 and held it in 2 quarters.
  • Executive Wealth Management's SunCoke Energy position peaked at $11K in Q2 2019.
  • 183 funds tracked by Wall St. Rank held SunCoke Energy as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.