VFA
STKL

Valeo Financial Advisors’s SunOpta STKL Stock Holding History

Valeo Financial Advisors’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
-29
Closed – – 1706
2018
Q3 		$0 Hold
29
– – ﹤0.01% 1857
2018
Q2 		$0 Hold
29
– – ﹤0.01% 1741
2018
Q1 		$0 Hold
29
– – ﹤0.01% 1600
2017
Q4 		$0 Hold
29
– – ﹤0.01% 1430
2017
Q3 		$0 Buy
+29
New +$263 ﹤0.01% 1187

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Point72 Asset Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
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

Valeo Financial Advisors's STKL Position: Q4 2018 in Review

Valeo Financial Advisors sold out of SunOpta (STKL) in Q4 2018, closing a stake of 29 shares.

Valeo Financial Advisors first reported a position in STKL in Q3 2017 and held it in 5 quarters. The position peaked at $0 in Q3 2018. 96 funds tracked by Wall St. Rank hold STKL as of Q4 2018.

  • Valeo Financial Advisors reported no remaining SunOpta position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 29 SunOpta shares in Q4 2018.
  • Valeo Financial Advisors first reported a position in SunOpta in Q3 2017 and held it in 5 quarters.
  • Valeo Financial Advisors's SunOpta position peaked at $0 in Q3 2018.
  • 96 funds tracked by Wall St. Rank held SunOpta as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.