CIBC Private Wealth Group
LWAY icon

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 $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $63.9B AUM 45.56% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 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 $4.97B AUM 44.96% 1-Year Est. Return