WESPAC Advisors SoCal’s SunCoke Energy SXC Stock Holding History

WESPAC Advisors SoCal’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	-110	Closed	-$1K	–	298
2017 Q4	$1K	Hold	110	–	–	﹤0.01%	246
2017 Q3	$1K	Hold	110	–	–	﹤0.01%	258
2017 Q2	$1K	Hold	110	–	–	﹤0.01%	235
2017 Q1	$985	Hold	110	–	–	﹤0.01%	240
2016 Q4	$1.25K	Hold	110	–	–	﹤0.01%	243
2016 Q3	$882	Hold	110	–	–	﹤0.01%	272
2016 Q2	$640	Hold	110	–	–	﹤0.01%	273
2016 Q1	$715	Buy	+110	New	+$468	﹤0.01%	276

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

WESPAC Advisors SoCal's SXC Position: Q1 2018 in Review

WESPAC Advisors SoCal sold out of SunCoke Energy (SXC) in Q1 2018, closing a stake of 110 shares — an estimated $1K sold.

WESPAC Advisors SoCal first reported a position in SXC in Q1 2016 and held it in 8 quarters. The position peaked at $1.25K in Q4 2016. 207 funds tracked by Wall St. Rank hold SXC as of Q1 2018.

WESPAC Advisors SoCal reported no remaining SunCoke Energy position as of Q1 2018 after selling out during the quarter.
WESPAC Advisors SoCal sold 110 SunCoke Energy shares in Q1 2018, an estimated $1K.
WESPAC Advisors SoCal first reported a position in SunCoke Energy in Q1 2016 and held it in 8 quarters.
WESPAC Advisors SoCal's SunCoke Energy position peaked at $1.25K in Q4 2016.
207 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2018, filed 16 Apr 2018.