Isthmus Partners’s SunCoke Energy SXC Stock Holding History

Isthmus Partners’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
2016 Q4	–	Sell	-17,533	Closed	-$137K	–	306
2016 Q3	$137K	Sell	17,533 -262	-1%	-$1.84K	0.04%	136
2016 Q2	$104K	Sell	17,795 -23,615	-57%	-$149K	0.03%	142
2016 Q1	$269K	Buy	41,410 +1,766	+4%	+$7.51K	0.09%	117
2015 Q4	$138K	Buy	39,644 +10,799	+37%	+$51.8K	0.05%	138
2015 Q3	$224K	Buy	28,845 +1,385	+5%	+$15.4K	0.08%	128
2015 Q2	$357K	Buy	27,460 +1,886	+7%	+$29.7K	0.12%	113
2015 Q1	$382K	Buy	25,574 +1,330	+5%	+$22.7K	0.13%	106
2014 Q4	$469K	Buy	+24,244	New	+$509K	0.16%	99

Other funds holding SXC

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

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

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

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

GJL

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Isthmus Partners's SXC Position: Q4 2016 in Review

Isthmus Partners sold out of SunCoke Energy (SXC) in Q4 2016, closing a stake of 17,533 shares — an estimated $137K sold.

Isthmus Partners first reported a position in SXC in Q4 2014 and held it in 8 quarters. The position peaked at $469K in Q4 2014. 196 funds tracked by Wall St. Rank hold SXC as of Q4 2016.

Isthmus Partners reported no remaining SunCoke Energy position as of Q4 2016 after selling out during the quarter.
Isthmus Partners sold 17,533 SunCoke Energy shares in Q4 2016, an estimated $137K.
Isthmus Partners first reported a position in SunCoke Energy in Q4 2014 and held it in 8 quarters.
Isthmus Partners's SunCoke Energy position peaked at $469K in Q4 2014.
196 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2016.

Based on Isthmus Partners's 13F filing for Q4 2016, filed 6 Feb 2017.