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Wealthspire Advisors (Maryland)’s SunCoke Energy SXC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-336
Closed -$3K – 1833
2019
Q1 		$3K Hold
336
– – ﹤0.01% 2051
2018
Q4 		$3K Buy
336
+17
+5% +$174 ﹤0.01% 1990
2018
Q3 		$4K Hold
319
– – ﹤0.01% 1932
2018
Q2 		$4K Sell
319
-14
-4% -$174 ﹤0.01% 1909
2018
Q1 		$4K Hold
333
– – ﹤0.01% 1934
2017
Q4 		$4K Buy
+333
New +$3.59K ﹤0.01% 1922
2016
Q1 		– Sell
-41
Closed – – 1832
2015
Q4 		$0 Buy
+41
New +$197 ﹤0.01% 1766

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
JCG
JHL Capital Group Chicago, Illinois $805M AUM 50.84% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SXC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of SunCoke Energy (SXC) in Q2 2019, closing a stake of 336 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in SXC in Q4 2015 and held it in 7 quarters. The position peaked at $4K in Q3 2018. 194 funds tracked by Wall St. Rank hold SXC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining SunCoke Energy position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 336 SunCoke Energy shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in SunCoke Energy in Q4 2015 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s SunCoke Energy position peaked at $4K in Q3 2018.
  • 194 funds tracked by Wall St. Rank held SunCoke Energy as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.