SKK
STKL

Shepherd Kaplan Krochuk’s SunOpta STKL Stock Holding History

Shepherd Kaplan Krochuk’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
2016
Q4 		– Sell
-15,000
Closed -$106K – 335
2016
Q3 		$106K Buy
+15,000
New +$91K 0.02% 328

Other funds holding STKL

TCP
Tourbillon Capital Partners New York $6.26M AUM 42.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WFC
West Face Capital Toronto, Ontario, Canada $16.6M AUM 18.79% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shepherd Kaplan Krochuk's STKL Position: Q4 2016 in Review

Shepherd Kaplan Krochuk sold out of SunOpta (STKL) in Q4 2016, closing a stake of 15,000 shares — an estimated $106K sold.

Shepherd Kaplan Krochuk first reported a position in STKL in Q3 2016 and held it in 1 quarter. The position peaked at $106K in Q3 2016. 89 funds tracked by Wall St. Rank hold STKL as of Q4 2016.

  • Shepherd Kaplan Krochuk reported no remaining SunOpta position as of Q4 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 15,000 SunOpta shares in Q4 2016, an estimated $106K.
  • Shepherd Kaplan Krochuk first reported a position in SunOpta in Q3 2016 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's SunOpta position peaked at $106K in Q3 2016.
  • 89 funds tracked by Wall St. Rank held SunOpta as of Q4 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2016, filed 10 Feb 2017.