FineMark National Bank & Trust’s SunCoke Energy SXC Stock Holding History

FineMark National Bank & Trust’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
2016 Q4	–	Sell	-530	Closed	-$4K	–	1358
2016 Q3	$4K	Hold	530	–	–	﹤0.01%	1098
2016 Q2	$3K	Sell	530 -530	-50%	-$3.35K	﹤0.01%	1161
2016 Q1	$7K	Sell	1,060 -1,251	-54%	-$5.32K	﹤0.01%	985
2015 Q4	$8K	Hold	2,311	–	–	﹤0.01%	978
2015 Q3	$18K	Hold	2,311	–	–	﹤0.01%	873
2015 Q2	$30K	Hold	2,311	–	–	﹤0.01%	786
2015 Q1	$35K	Hold	2,311	–	–	﹤0.01%	756
2014 Q4	$45K	Hold	2,311	–	–	0.01%	696
2014 Q3	$52K	Hold	2,311	–	–	0.01%	621
2014 Q2	$50K	Hold	2,311	–	–	0.01%	637
2014 Q1	$53K	Hold	2,311	–	–	0.01%	594
2013 Q4	$53K	Hold	2,311	–	–	0.01%	563
2013 Q3	$39K	Hold	2,311	–	–	0.01%	622
2013 Q2	$32K	Buy	+2,311	New	+$35.4K	0.01%	659

Other funds holding SXC

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

FineMark National Bank & Trust's SXC Position: Q4 2016 in Review

FineMark National Bank & Trust sold out of SunCoke Energy (SXC) in Q4 2016, closing a stake of 530 shares — an estimated $4K sold.

FineMark National Bank & Trust first reported a position in SXC in Q2 2013 and held it in 14 quarters. The position peaked at $53K in Q1 2014. 196 funds tracked by Wall St. Rank hold SXC as of Q4 2016.

FineMark National Bank & Trust reported no remaining SunCoke Energy position as of Q4 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 530 SunCoke Energy shares in Q4 2016, an estimated $4K.
FineMark National Bank & Trust first reported a position in SunCoke Energy in Q2 2013 and held it in 14 quarters.
FineMark National Bank & Trust's SunCoke Energy position peaked at $53K in Q1 2014.
196 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2016.

Based on FineMark National Bank & Trust's 13F filing for Q4 2016, filed 13 Feb 2017.