Security National Trust’s SunCoke Energy SXC Stock Holding History

Security National Trust’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 Q2	–	Sell	-265	Closed	-$2K	–	466
2016 Q1	$2K	Hold	265	–	–	﹤0.01%	444
2015 Q4	$1K	Hold	265	–	–	﹤0.01%	476
2015 Q3	$2K	Hold	265	–	–	﹤0.01%	449
2015 Q2	$3K	Hold	265	–	–	﹤0.01%	458
2015 Q1	$4K	Hold	265	–	–	﹤0.01%	452
2014 Q4	$5K	Hold	265	–	–	﹤0.01%	459
2014 Q3	$6K	Hold	265	–	–	﹤0.01%	457
2014 Q2	$6K	Hold	265	–	–	﹤0.01%	459
2014 Q1	$6K	Hold	265	–	–	﹤0.01%	452
2013 Q4	$6K	Hold	265	–	–	﹤0.01%	453
2013 Q3	$5K	Hold	265	–	–	﹤0.01%	444
2013 Q2	$4K	Buy	+265	New	+$4.06K	﹤0.01%	440

Other funds holding SXC

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

KCM

Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Security National Trust's SXC Position: Q2 2016 in Review

Security National Trust sold out of SunCoke Energy (SXC) in Q2 2016, closing a stake of 265 shares — an estimated $2K sold.

Security National Trust first reported a position in SXC in Q2 2013 and held it in 12 quarters. The position peaked at $6K in Q3 2014. 179 funds tracked by Wall St. Rank hold SXC as of Q2 2016.

Security National Trust reported no remaining SunCoke Energy position as of Q2 2016 after selling out during the quarter.
Security National Trust sold 265 SunCoke Energy shares in Q2 2016, an estimated $2K.
Security National Trust first reported a position in SunCoke Energy in Q2 2013 and held it in 12 quarters.
Security National Trust's SunCoke Energy position peaked at $6K in Q3 2014.
179 funds tracked by Wall St. Rank held SunCoke Energy as of Q2 2016.

Based on Security National Trust's 13F filing for Q2 2016, filed 22 Jul 2016.