IHT Wealth Management’s SunCoke Energy SXC Stock Holding History

IHT 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
2018 Q2	–	Sell	-299	Closed	-$3K	–	1244
2018 Q1	$3K	Hold	299	–	–	﹤0.01%	1449
2017 Q4	$4K	Hold	299	–	–	﹤0.01%	1390
2017 Q3	$3K	Hold	299	–	–	﹤0.01%	1179
2017 Q2	$831	Buy	+299	New	+$2.73K	0.4%	60

Other funds holding SXC

BlackRock New York $5.72T AUM 30.48% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IHT Wealth Management's SXC Position: Q2 2018 in Review

IHT Wealth Management sold out of SunCoke Energy (SXC) in Q2 2018, closing a stake of 299 shares — an estimated $3K sold.

IHT Wealth Management first reported a position in SXC in Q2 2017 and held it in 4 quarters. The position peaked at $4K in Q4 2017. 214 funds tracked by Wall St. Rank hold SXC as of Q2 2018.

IHT Wealth Management reported no remaining SunCoke Energy position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 299 SunCoke Energy shares in Q2 2018, an estimated $3K.
IHT Wealth Management first reported a position in SunCoke Energy in Q2 2017 and held it in 4 quarters.
IHT Wealth Management's SunCoke Energy position peaked at $4K in Q4 2017.
214 funds tracked by Wall St. Rank held SunCoke Energy as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.