Ken Fisher’s SunOpta STKL Stock Holding History

Ken Fisher’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
2018 Q4	–	Sell	-10,500	Closed	-$77K	–	843
2018 Q3	$77K	Buy	+10,500	New	+$83.7K	﹤0.01%	784

Other funds holding STKL

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

AAP

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

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Ken Fisher's STKL Position: Q4 2018 in Review

Ken Fisher sold out of SunOpta (STKL) in Q4 2018, closing a stake of 10,500 shares — an estimated $77K sold.

Ken Fisher first reported a position in STKL in Q3 2018 and held it in 1 quarter. The position peaked at $77K in Q3 2018. 96 funds tracked by Wall St. Rank hold STKL as of Q4 2018.

Ken Fisher reported no remaining SunOpta position as of Q4 2018 after selling out during the quarter.
Ken Fisher sold 10,500 SunOpta shares in Q4 2018, an estimated $77K.
Ken Fisher first reported a position in SunOpta in Q3 2018 and held it in 1 quarter.
Ken Fisher's SunOpta position peaked at $77K in Q3 2018.
96 funds tracked by Wall St. Rank held SunOpta as of Q4 2018.

Based on Fisher Asset Management's 13F filing for Q4 2018, filed 25 Jan 2019.