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Independent Portfolio Consultants’s SunCoke Energy SXC Stock Holding History

Independent Portfolio Consultants’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
Q4 		– Sell
-1,340
Closed -$30K – 872
2014
Q3 		$30K Sell
1,340
-1,710
-56% -$39.5K 0.01% 677
2014
Q2 		$66K Buy
+3,050
New +$64.1K 0.02% 598

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
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
HCM
Hawkeye Capital Management Miami Beach, Florida $40.6M AUM 11.3% 1-Year Est. Return
KCM
Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return
BWCA
Brenner West Capital Advisors New York $804M AUM 16.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Portfolio Consultants's SXC Position: Q4 2014 in Review

Independent Portfolio Consultants sold out of SunCoke Energy (SXC) in Q4 2014, closing a stake of 1,340 shares — an estimated $30K sold.

Independent Portfolio Consultants first reported a position in SXC in Q2 2014 and held it in 2 quarters. The position peaked at $66K in Q2 2014. 188 funds tracked by Wall St. Rank hold SXC as of Q4 2014.

  • Independent Portfolio Consultants reported no remaining SunCoke Energy position as of Q4 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,340 SunCoke Energy shares in Q4 2014, an estimated $30K.
  • Independent Portfolio Consultants first reported a position in SunCoke Energy in Q2 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's SunCoke Energy position peaked at $66K in Q2 2014.
  • 188 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2014.

Based on Independent Portfolio Consultants's 13F filing for Q4 2014, filed 17 Feb 2015.