BWP
STKL

BSW Wealth Partners’s SunOpta STKL Stock Holding History

BSW Wealth Partners’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
2019
Q4 		– Sell
-7,747
Closed -$14K – 152
2019
Q3 		$14K Buy
7,747
+450
+6% +$1.17K 0.01% 139
2019
Q2 		$24K Buy
+7,297
New +$26.9K 0.01% 137
2018
Q1 		– Sell
-11,817
Closed -$91K – 92
2017
Q4 		$91K Buy
+11,817
New +$98.6K 0.04% 87

Other funds holding STKL

AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

BSW Wealth Partners's STKL Position: Q4 2019 in Review

BSW Wealth Partners sold out of SunOpta (STKL) in Q4 2019, closing a stake of 7,747 shares — an estimated $14K sold.

BSW Wealth Partners first reported a position in STKL in Q4 2017 and held it in 3 quarters. The position peaked at $91K in Q4 2017. 76 funds tracked by Wall St. Rank hold STKL as of Q4 2019.

  • BSW Wealth Partners reported no remaining SunOpta position as of Q4 2019 after selling out during the quarter.
  • BSW Wealth Partners sold 7,747 SunOpta shares in Q4 2019, an estimated $14K.
  • BSW Wealth Partners first reported a position in SunOpta in Q4 2017 and held it in 3 quarters.
  • BSW Wealth Partners's SunOpta position peaked at $91K in Q4 2017.
  • 76 funds tracked by Wall St. Rank held SunOpta as of Q4 2019.

Based on BSW Wealth Partners's 13F filing for Q4 2019, filed 18 Feb 2020.