BPBT
STKL

Boston Private Bank & Trust’s SunOpta STKL Stock Holding History

Boston Private Bank & Trust’s Portfolio STKL Stock Details STKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-255
Closed -$3K – 1077
2013
Q4 		$3K Buy
+255
New +$2.46K ﹤0.01% 978

Other funds holding STKL

WFC
West Face Capital Toronto, Ontario, Canada $16.6M AUM 18.79% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GMCM
Gruber & McBaine Capital Management San Francisco, California $369M AUM 12.23% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return

Boston Private Bank & Trust's STKL Position: Q1 2014 in Review

Boston Private Bank & Trust sold out of SunOpta (STKL) in Q1 2014, closing a stake of 255 shares — an estimated $3K sold.

Boston Private Bank & Trust first reported a position in STKL in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 104 funds tracked by Wall St. Rank hold STKL as of Q1 2014.

  • Boston Private Bank & Trust reported no remaining SunOpta position as of Q1 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 255 SunOpta shares in Q1 2014, an estimated $3K.
  • Boston Private Bank & Trust first reported a position in SunOpta in Q4 2013 and held it in 1 quarter.
  • Boston Private Bank & Trust's SunOpta position peaked at $3K in Q4 2013.
  • 104 funds tracked by Wall St. Rank held SunOpta as of Q1 2014.

Based on Boston Private Bank & Trust's 13F filing for Q1 2014, filed 15 Apr 2014.