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Gary Goldberg Planning Services’s SunCoke Energy SXC Stock Holding History

Gary Goldberg Planning Services’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
Q1 		– Sell
-106
Closed -$2K – 443
2013
Q4 		$2K Hold
106
– – ﹤0.01% 331
2013
Q3 		$2K Hold
106
– – ﹤0.01% 347
2013
Q2 		$1K Buy
+106
New +$1.62K ﹤0.01% 360

Other funds holding SXC

Vanguard Group
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
BWCA
Brenner West Capital Advisors New York $804M AUM 16.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Hawkeye Capital Management Miami Beach, Florida $40.6M AUM 11.3% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return

Gary Goldberg Planning Services's SXC Position: Q1 2014 in Review

Gary Goldberg Planning Services sold out of SunCoke Energy (SXC) in Q1 2014, closing a stake of 106 shares — an estimated $2K sold.

Gary Goldberg Planning Services first reported a position in SXC in Q2 2013 and held it in 3 quarters. The position peaked at $2K in Q4 2013. 192 funds tracked by Wall St. Rank hold SXC as of Q1 2014.

  • Gary Goldberg Planning Services reported no remaining SunCoke Energy position as of Q1 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 106 SunCoke Energy shares in Q1 2014, an estimated $2K.
  • Gary Goldberg Planning Services first reported a position in SunCoke Energy in Q2 2013 and held it in 3 quarters.
  • Gary Goldberg Planning Services's SunCoke Energy position peaked at $2K in Q4 2013.
  • 192 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q1 2014, filed 7 May 2014.