GWM
STKL

Gupta Wealth Management’s SunOpta STKL Stock Holding History

Gupta Wealth Management’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
2015
Q2 		– Sell
-1,360
Closed -$14K – 1319
2015
Q1 		$14K Buy
+1,360
New +$14.9K ﹤0.01% 692

Other funds holding STKL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
WFC
West Face Capital Toronto, Ontario, Canada $16.6M AUM 18.79% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
OMC
Overbrook Management Corp New York $663M AUM 35.04% 1-Year Est. Return
TCP
Tourbillon Capital Partners New York $6.26M AUM 42.29% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Gupta Wealth Management's STKL Position: Q2 2015 in Review

Gupta Wealth Management sold out of SunOpta (STKL) in Q2 2015, closing a stake of 1,360 shares — an estimated $14K sold.

Gupta Wealth Management first reported a position in STKL in Q1 2015 and held it in 1 quarter. The position peaked at $14K in Q1 2015. 102 funds tracked by Wall St. Rank hold STKL as of Q2 2015.

  • Gupta Wealth Management reported no remaining SunOpta position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 1,360 SunOpta shares in Q2 2015, an estimated $14K.
  • Gupta Wealth Management first reported a position in SunOpta in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's SunOpta position peaked at $14K in Q1 2015.
  • 102 funds tracked by Wall St. Rank held SunOpta as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.