Nelson Capital Management’s SunOpta STKL Stock Holding History

Nelson Capital 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
2017 Q3	–	Sell	-270	Closed	–	–	272
2017 Q2	$0	Buy	+270	New	+$2.26K	﹤0.01%	299

Other funds holding STKL

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

TCP

Tourbillon Capital Partners New York $6.26M AUM 42.29% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 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

AAP

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

OMC

Overbrook Management Corp New York $663M AUM 35.04% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Nelson Capital Management's STKL Position: Q3 2017 in Review

Nelson Capital Management sold out of SunOpta (STKL) in Q3 2017, closing a stake of 270 shares.

Nelson Capital Management first reported a position in STKL in Q2 2017 and held it in 1 quarter. The position peaked at $0 in Q2 2017. 98 funds tracked by Wall St. Rank hold STKL as of Q3 2017.

Nelson Capital Management reported no remaining SunOpta position as of Q3 2017 after selling out during the quarter.
Nelson Capital Management sold 270 SunOpta shares in Q3 2017.
Nelson Capital Management first reported a position in SunOpta in Q2 2017 and held it in 1 quarter.
Nelson Capital Management's SunOpta position peaked at $0 in Q2 2017.
98 funds tracked by Wall St. Rank held SunOpta as of Q3 2017.

Based on Nelson Capital Management's 13F filing for Q3 2017, filed 2 Nov 2017.