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Alera Investment Advisors’s Lifeway Foods LWAY Stock Holding History

Alera Investment Advisors’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-306
Closed -$1K – 1275
2018
Q4 		$1K Buy
+306
New +$815 ﹤0.01% 948

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Vanguard Group
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Gabelli Funds
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
TA
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Bridgeway Capital Management
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Deutsche Bank
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Citadel Advisors
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Alera Investment Advisors's LWAY Position: Q1 2019 in Review

Alera Investment Advisors sold out of Lifeway Foods (LWAY) in Q1 2019, closing a stake of 306 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in LWAY in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 26 funds tracked by Wall St. Rank hold LWAY as of Q1 2019.

  • Alera Investment Advisors reported no remaining Lifeway Foods position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 306 Lifeway Foods shares in Q1 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Lifeway Foods in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's Lifeway Foods position peaked at $1K in Q4 2018.
  • 26 funds tracked by Wall St. Rank held Lifeway Foods as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.