WRF
SXCP

Waddell & Reed Financial’s SunCoke Energy Partners, L.P. SXCP Stock Holding History

Waddell & Reed Financial’s Portfolio SXCP Stock Details SXCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-253,245
Closed -$6.87M – 607
2014
Q4 		$6.87M Sell
253,245
-172,455
-41% -$4.55M 0.01% 460
2014
Q3 		$12.5M Sell
425,700
-3,800
-0.9% -$116K 0.02% 379
2014
Q2 		$13M Hold
429,500
– – 0.02% 396
2014
Q1 		$12.6M Buy
429,500
+4,000
+0.9% +$117K 0.02% 392
2013
Q4 		$11.5M Hold
425,500
– – 0.02% 404
2013
Q3 		$10.1M Hold
425,500
– – 0.02% 410
2013
Q2 		$9.4M Buy
+425,500
New +$9.21M 0.02% 391

Other funds holding SXCP

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
HBWM
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Waddell & Reed Financial's SXCP Position: Q1 2015 in Review

Waddell & Reed Financial sold out of SunCoke Energy Partners, L.P. (SXCP) in Q1 2015, closing a stake of 253,245 shares — an estimated $6.87M sold.

Waddell & Reed Financial first reported a position in SXCP in Q2 2013 and held it in 7 quarters. The position peaked at $13M in Q2 2014. 43 funds tracked by Wall St. Rank hold SXCP as of Q1 2015.

  • Waddell & Reed Financial reported no remaining SunCoke Energy Partners, L.P. position as of Q1 2015 after selling out during the quarter.
  • Waddell & Reed Financial sold 253,245 SunCoke Energy Partners, L.P. shares in Q1 2015, an estimated $6.87M.
  • Waddell & Reed Financial first reported a position in SunCoke Energy Partners, L.P. in Q2 2013 and held it in 7 quarters.
  • Waddell & Reed Financial's SunCoke Energy Partners, L.P. position peaked at $13M in Q2 2014.
  • 43 funds tracked by Wall St. Rank held SunCoke Energy Partners, L.P. as of Q1 2015.

Based on Waddell & Reed Financial's 13F filing for Q1 2015, filed 15 May 2015.