JIC
SXC icon

Joel Isaacson & Co’s SunCoke Energy SXC Stock Holding History

Joel Isaacson & Co’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
Q3 		– Sell
-218
Closed -$5K – 624
2014
Q2 		$5K Hold
218
– – ﹤0.01% 504
2014
Q1 		$5K Hold
218
– – ﹤0.01% 500
2013
Q4 		$5K Hold
218
– – ﹤0.01% 461
2013
Q3 		$4K Buy
+218
New +$3.47K ﹤0.01% 453

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
BWCA
Brenner West Capital Advisors New York $804M AUM 16.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
WFC
West Face Capital Toronto, Ontario, Canada $16.6M AUM 18.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Joel Isaacson & Co's SXC Position: Q3 2014 in Review

Joel Isaacson & Co sold out of SunCoke Energy (SXC) in Q3 2014, closing a stake of 218 shares — an estimated $5K sold.

Joel Isaacson & Co first reported a position in SXC in Q3 2013 and held it in 4 quarters. The position peaked at $5K in Q2 2014. 183 funds tracked by Wall St. Rank hold SXC as of Q3 2014.

  • Joel Isaacson & Co reported no remaining SunCoke Energy position as of Q3 2014 after selling out during the quarter.
  • Joel Isaacson & Co sold 218 SunCoke Energy shares in Q3 2014, an estimated $5K.
  • Joel Isaacson & Co first reported a position in SunCoke Energy in Q3 2013 and held it in 4 quarters.
  • Joel Isaacson & Co's SunCoke Energy position peaked at $5K in Q2 2014.
  • 183 funds tracked by Wall St. Rank held SunCoke Energy as of Q3 2014.

Based on Joel Isaacson & Co's 13F filing for Q3 2014, filed 22 Oct 2014.