HBWM
SXC icon

Hollow Brook Wealth Management’s SunCoke Energy SXC Stock Holding History

Hollow Brook 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
2015
Q2 		– Sell
-361,507
Closed -$5.4M – 56
2015
Q1 		$5.4M Buy
361,507
+64,446
+22% +$1.1M 1.79% 21
2014
Q4 		$5.75M Sell
297,061
-14,148
-5% -$297K 1.86% 19
2014
Q3 		$6.99M Buy
+311,209
New +$7.19M 2.29% 19

Other funds holding SXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JCI
Jet Capital Investors New York $27.4M AUM 48.01% 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
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
KCM
Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return
HCM
Hawkeye Capital Management Miami Beach, Florida $40.6M AUM 11.3% 1-Year Est. Return
GCM
Gruss Capital Management New York $422M AUM 9.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return