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Optimum Investment Advisors’s SunCoke Energy SXC Stock Holding History

Optimum Investment 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
2020
Q1 		– Sell
-2,153
Closed -$13K – 945
2019
Q4 		$13K Hold
2,153
– – ﹤0.01% 739
2019
Q3 		$12K Sell
2,153
-1
-0% -$7 ﹤0.01% 765
2019
Q2 		$19K Buy
+2,154
New +$17.7K 0.01% 691

Other funds holding SXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Optimum Investment Advisors's SXC Position: Q1 2020 in Review

Optimum Investment Advisors sold out of SunCoke Energy (SXC) in Q1 2020, closing a stake of 2,153 shares — an estimated $13K sold.

Optimum Investment Advisors first reported a position in SXC in Q2 2019 and held it in 3 quarters. The position peaked at $19K in Q2 2019. 171 funds tracked by Wall St. Rank hold SXC as of Q1 2020.

  • Optimum Investment Advisors reported no remaining SunCoke Energy position as of Q1 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,153 SunCoke Energy shares in Q1 2020, an estimated $13K.
  • Optimum Investment Advisors first reported a position in SunCoke Energy in Q2 2019 and held it in 3 quarters.
  • Optimum Investment Advisors's SunCoke Energy position peaked at $19K in Q2 2019.
  • 171 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.