First Command Financial Services’s SunOpta STKL Stock Holding History

First Command Financial Services’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
2020 Q3	–	Sell	-825	Closed	-$4K	–	338
2020 Q2	$4K	Hold	825	–	–	﹤0.01%	287
2020 Q1	$1K	Hold	825	–	–	﹤0.01%	336
2019 Q4	$2K	Hold	825	–	–	﹤0.01%	347
2019 Q3	$1K	Hold	825	–	–	﹤0.01%	377
2019 Q2	$3K	Hold	825	–	–	﹤0.01%	386
2019 Q1	$3K	Hold	825	–	–	﹤0.01%	390
2018 Q4	$3K	Hold	825	–	–	﹤0.01%	385
2018 Q3	$6K	Hold	825	–	–	﹤0.01%	346
2018 Q2	$7K	Hold	825	–	–	﹤0.01%	365
2018 Q1	$6K	Hold	825	–	–	﹤0.01%	387
2017 Q4	$6K	Buy	+825	New	+$6.88K	﹤0.01%	374

Other funds holding STKL

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SRF

Silver Rock Financial Los Angeles, California $49.7M AUM 17.42% 1-Year Est. Return

First Command Financial Services's STKL Position: Q3 2020 in Review

First Command Financial Services sold out of SunOpta (STKL) in Q3 2020, closing a stake of 825 shares — an estimated $4K sold.

First Command Financial Services first reported a position in STKL in Q4 2017 and held it in 11 quarters. The position peaked at $7K in Q2 2018. 83 funds tracked by Wall St. Rank hold STKL as of Q3 2020.

First Command Financial Services reported no remaining SunOpta position as of Q3 2020 after selling out during the quarter.
First Command Financial Services sold 825 SunOpta shares in Q3 2020, an estimated $4K.
First Command Financial Services first reported a position in SunOpta in Q4 2017 and held it in 11 quarters.
First Command Financial Services's SunOpta position peaked at $7K in Q2 2018.
83 funds tracked by Wall St. Rank held SunOpta as of Q3 2020.

Based on First Command Financial Services's 13F filing for Q3 2020, filed 19 Oct 2020.