Mosaic Family Wealth’s SunCoke Energy SXC Stock Holding History

Mosaic Family Wealth’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
2017 Q3	–	Sell	-252	Closed	-$3K	–	964
2017 Q2	$3K	Hold	252	–	–	﹤0.01%	651
2017 Q1	$2K	Hold	252	–	–	﹤0.01%	691
2016 Q4	$3K	Buy	+252	New	+$2.68K	﹤0.01%	640

Other funds holding SXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

GJL

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

Mosaic Family Wealth's SXC Position: Q3 2017 in Review

Mosaic Family Wealth sold out of SunCoke Energy (SXC) in Q3 2017, closing a stake of 252 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in SXC in Q4 2016 and held it in 3 quarters. The position peaked at $3K in Q2 2017. 162 funds tracked by Wall St. Rank hold SXC as of Q3 2017.

Mosaic Family Wealth reported no remaining SunCoke Energy position as of Q3 2017 after selling out during the quarter.
Mosaic Family Wealth sold 252 SunCoke Energy shares in Q3 2017, an estimated $3K.
Mosaic Family Wealth first reported a position in SunCoke Energy in Q4 2016 and held it in 3 quarters.
Mosaic Family Wealth's SunCoke Energy position peaked at $3K in Q2 2017.
162 funds tracked by Wall St. Rank held SunCoke Energy as of Q3 2017.

Based on Mosaic Family Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.