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Lucus Advisors’s SunCoke Energy SXC Stock Holding History

Lucus Advisors’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
Q1 		– Sell
-27,355
Closed -$95K – 349
2015
Q4 		$95K Sell
27,355
-16,220
-37% -$77.7K 0.06% 314
2015
Q3 		$339K Buy
+43,575
New +$486K 0.19% 297

Other funds holding SXC

MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
KCM
Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lucus Advisors's SXC Position: Q1 2016 in Review

Lucus Advisors sold out of SunCoke Energy (SXC) in Q1 2016, closing a stake of 27,355 shares — an estimated $95K sold.

Lucus Advisors first reported a position in SXC in Q3 2015 and held it in 2 quarters. The position peaked at $339K in Q3 2015. 162 funds tracked by Wall St. Rank hold SXC as of Q1 2016.

  • Lucus Advisors reported no remaining SunCoke Energy position as of Q1 2016 after selling out during the quarter.
  • Lucus Advisors sold 27,355 SunCoke Energy shares in Q1 2016, an estimated $95K.
  • Lucus Advisors first reported a position in SunCoke Energy in Q3 2015 and held it in 2 quarters.
  • Lucus Advisors's SunCoke Energy position peaked at $339K in Q3 2015.
  • 162 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2016.

Based on Lucus Advisors's 13F filing for Q1 2016, filed 13 May 2016.