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Institute for Wealth Management’s SunCoke Energy SXC Stock Holding History

Institute for 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
2013
Q3 		– Sell
-795
Closed -$11K – 109
2013
Q2 		$11K Buy
+795
New +$12.2K 0.01% 85

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 $51M AUM 48.01% 1-Year Est. Return
BWCA
Brenner West Capital Advisors New York $804M AUM 16.19% 1-Year Est. Return
KCM
Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Institute for Wealth Management's SXC Position: Q3 2013 in Review

Institute for Wealth Management sold out of SunCoke Energy (SXC) in Q3 2013, closing a stake of 795 shares — an estimated $11K sold.

Institute for Wealth Management first reported a position in SXC in Q2 2013 and held it in 1 quarter. The position peaked at $11K in Q2 2013. 187 funds tracked by Wall St. Rank hold SXC as of Q3 2013.

  • Institute for Wealth Management reported no remaining SunCoke Energy position as of Q3 2013 after selling out during the quarter.
  • Institute for Wealth Management sold 795 SunCoke Energy shares in Q3 2013, an estimated $11K.
  • Institute for Wealth Management first reported a position in SunCoke Energy in Q2 2013 and held it in 1 quarter.
  • Institute for Wealth Management's SunCoke Energy position peaked at $11K in Q2 2013.
  • 187 funds tracked by Wall St. Rank held SunCoke Energy as of Q3 2013.

Based on Institute for Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.