CIBC Private Wealth Group
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CIBC Private Wealth Group’s Lifeway Foods LWAY Stock Holding History

CIBC Private Wealth Group’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
2016
Q4 		– Sell
-15,000
Closed -$254K – 590
2016
Q3 		$254K Buy
+15,000
New +$182K ﹤0.01% 568
2015
Q3 		– Sell
-15,000
Closed -$288K – 604
2015
Q2 		$288K Hold
15,000
– – ﹤0.01% 595
2015
Q1 		$321K Hold
15,000
– – ﹤0.01% 582
2014
Q4 		$278K Hold
15,000
– – ﹤0.01% 585
2014
Q3 		$208K Hold
15,000
– – ﹤0.01% 598
2014
Q2 		$210K Hold
15,000
– – ﹤0.01% 590
2014
Q1 		$212K Buy
+15,000
New +$214K ﹤0.01% 574

Other funds holding LWAY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

CIBC Private Wealth Group's LWAY Position: Q4 2016 in Review

CIBC Private Wealth Group sold out of Lifeway Foods (LWAY) in Q4 2016, closing a stake of 15,000 shares — an estimated $254K sold.

CIBC Private Wealth Group first reported a position in LWAY in Q1 2014 and held it in 7 quarters. The position peaked at $321K in Q1 2015. 50 funds tracked by Wall St. Rank hold LWAY as of Q4 2016.

  • CIBC Private Wealth Group reported no remaining Lifeway Foods position as of Q4 2016 after selling out during the quarter.
  • CIBC Private Wealth Group sold 15,000 Lifeway Foods shares in Q4 2016, an estimated $254K.
  • CIBC Private Wealth Group first reported a position in Lifeway Foods in Q1 2014 and held it in 7 quarters.
  • CIBC Private Wealth Group's Lifeway Foods position peaked at $321K in Q1 2015.
  • 50 funds tracked by Wall St. Rank held Lifeway Foods as of Q4 2016.

Based on CIBC Private Wealth Group's 13F filing for Q4 2016, filed 13 Feb 2017.