Heritage Trust’s SunCoke Energy SXC Stock Holding History

Heritage 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
2019 Q1	–	Sell	-276	Closed	-$2K	–	385
2018 Q4	$2K	Hold	276	–	–	﹤0.01%	408
2018 Q3	$3K	Hold	276	–	–	﹤0.01%	388
2018 Q2	$4K	Hold	276	–	–	﹤0.01%	358
2018 Q1	$3K	Hold	276	–	–	﹤0.01%	342
2017 Q4	$3K	Hold	276	–	–	﹤0.01%	354
2017 Q3	$3K	Hold	276	–	–	﹤0.01%	347
2017 Q2	$3K	Hold	276	–	–	﹤0.01%	291
2017 Q1	$2K	Buy	+276	New	+$2.7K	﹤0.01%	317

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

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

GJL

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

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

Heritage Trust's SXC Position: Q1 2019 in Review

Heritage Trust sold out of SunCoke Energy (SXC) in Q1 2019, closing a stake of 276 shares — an estimated $2K sold.

Heritage Trust first reported a position in SXC in Q1 2017 and held it in 8 quarters. The position peaked at $4K in Q2 2018. 200 funds tracked by Wall St. Rank hold SXC as of Q1 2019.

Heritage Trust reported no remaining SunCoke Energy position as of Q1 2019 after selling out during the quarter.
Heritage Trust sold 276 SunCoke Energy shares in Q1 2019, an estimated $2K.
Heritage Trust first reported a position in SunCoke Energy in Q1 2017 and held it in 8 quarters.
Heritage Trust's SunCoke Energy position peaked at $4K in Q2 2018.
200 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2019.

Based on Heritage Trust's 13F filing for Q1 2019, filed 15 May 2019.