Next Financial Group’s SunCoke Energy SXC Stock Holding History

Next Financial Group’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
2021 Q1	–	Sell	-2,871	Closed	-$12K	–	2637
2020 Q4	$12K	Hold	2,871	–	–	﹤0.01%	1727
2020 Q3	$10K	Buy	+2,871	New	+$9.36K	﹤0.01%	1641
2020 Q2	–	Sell	-4,732	Closed	-$18K	–	1751
2020 Q1	$18K	Sell	4,732 -36,299	-88%	-$184K	﹤0.01%	1318
2019 Q4	$256K	Buy	41,031 +2,894	+8%	+$16.1K	0.03%	610
2019 Q3	$215K	Sell	38,137 -44,688	-54%	-$322K	0.02%	645
2019 Q2	$735K	Buy	+82,825	New	+$682K	0.08%	277
2015 Q3	–	Sell	-6	Closed	–	–	1951
2015 Q2	$0	Hold	6	–	–	﹤0.01%	1951
2015 Q1	$0	Sell	6 -625	-99%	-$10.7K	﹤0.01%	1959
2014 Q4	$12K	Sell	631 -2,140	-77%	-$44.9K	﹤0.01%	1183
2014 Q3	$62K	Buy	2,771 +2,765	+46,083%	+$63.9K	0.01%	843
2014 Q2	$0	Buy	+6	New	+$126	﹤0.01%	1232

Other funds holding SXC

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's SXC Position: Q1 2021 in Review

Next Financial Group sold out of SunCoke Energy (SXC) in Q1 2021, closing a stake of 2,871 shares — an estimated $12K sold.

Next Financial Group first reported a position in SXC in Q2 2014 and held it in 11 quarters. The position peaked at $735K in Q2 2019. 174 funds tracked by Wall St. Rank hold SXC as of Q1 2021.

Next Financial Group reported no remaining SunCoke Energy position as of Q1 2021 after selling out during the quarter.
Next Financial Group sold 2,871 SunCoke Energy shares in Q1 2021, an estimated $12K.
Next Financial Group first reported a position in SunCoke Energy in Q2 2014 and held it in 11 quarters.
Next Financial Group's SunCoke Energy position peaked at $735K in Q2 2019.
174 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.