Creative Planning’s Lifeway Foods LWAY Stock Holding History

Creative Planning’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
2014 Q4	–	Sell	-800	Closed	-$11K	–	4267
2014 Q3	$11K	Buy	+800	New	+$10.9K	﹤0.01%	2895

Other funds holding LWAY

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Creative Planning's LWAY Position: Q4 2014 in Review

Creative Planning sold out of Lifeway Foods (LWAY) in Q4 2014, closing a stake of 800 shares — an estimated $11K sold.

Creative Planning first reported a position in LWAY in Q3 2014 and held it in 1 quarter. The position peaked at $11K in Q3 2014. 45 funds tracked by Wall St. Rank hold LWAY as of Q4 2014.

Creative Planning reported no remaining Lifeway Foods position as of Q4 2014 after selling out during the quarter.
Creative Planning sold 800 Lifeway Foods shares in Q4 2014, an estimated $11K.
Creative Planning first reported a position in Lifeway Foods in Q3 2014 and held it in 1 quarter.
Creative Planning's Lifeway Foods position peaked at $11K in Q3 2014.
45 funds tracked by Wall St. Rank held Lifeway Foods as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.