Ropes Wealth Advisors’s SunCoke Energy SXC Stock Holding History

Ropes Wealth 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
2018 Q1	–	Sell	-420	Closed	-$5K	–	730
2017 Q4	$5K	Hold	420	–	–	﹤0.01%	623
2017 Q3	$4K	Buy	+420	New	+$3.95K	﹤0.01%	622

Other funds holding SXC

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

GJL

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

Ropes Wealth Advisors's SXC Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of SunCoke Energy (SXC) in Q1 2018, closing a stake of 420 shares — an estimated $5K sold.

Ropes Wealth Advisors first reported a position in SXC in Q3 2017 and held it in 2 quarters. The position peaked at $5K in Q4 2017. 207 funds tracked by Wall St. Rank hold SXC as of Q1 2018.

Ropes Wealth Advisors reported no remaining SunCoke Energy position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 420 SunCoke Energy shares in Q1 2018, an estimated $5K.
Ropes Wealth Advisors first reported a position in SunCoke Energy in Q3 2017 and held it in 2 quarters.
Ropes Wealth Advisors's SunCoke Energy position peaked at $5K in Q4 2017.
207 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.