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Glassman Wealth Services’s SunCoke Energy SXC Stock Holding History

Glassman Wealth 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
2015
Q4 		– Sell
-11,513
Closed -$90K – 439
2015
Q3 		$90K Sell
11,513
-4,721
-29% -$52.6K 0.08% 110
2015
Q2 		$211K Buy
16,234
+2,432
+18% +$38.3K 0.17% 66
2015
Q1 		$206K Hold
13,802
– – 0.17% 63
2014
Q4 		$267K Buy
+13,802
New +$290K 0.19% 52

Other funds holding SXC

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
KCM
Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
WFC
West Face Capital Toronto, Ontario, Canada $16.6M AUM 18.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Glassman Wealth Services's SXC Position: Q4 2015 in Review

Glassman Wealth Services sold out of SunCoke Energy (SXC) in Q4 2015, closing a stake of 11,513 shares — an estimated $90K sold.

Glassman Wealth Services first reported a position in SXC in Q4 2014 and held it in 4 quarters. The position peaked at $267K in Q4 2014. 161 funds tracked by Wall St. Rank hold SXC as of Q4 2015.

  • Glassman Wealth Services reported no remaining SunCoke Energy position as of Q4 2015 after selling out during the quarter.
  • Glassman Wealth Services sold 11,513 SunCoke Energy shares in Q4 2015, an estimated $90K.
  • Glassman Wealth Services first reported a position in SunCoke Energy in Q4 2014 and held it in 4 quarters.
  • Glassman Wealth Services's SunCoke Energy position peaked at $267K in Q4 2014.
  • 161 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2015.

Based on Glassman Wealth Services's 13F filing for Q4 2015, filed 4 Feb 2016.