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Crestwood Advisors Group’s Lifecore Biomedical LFCR Stock Holding History

Crestwood Advisors Group’s Portfolio LFCR Stock Details LFCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-15,588
Closed -$202K – 200
2017
Q3 		$202K Hold
15,588
– – 0.02% 150
2017
Q2 		$203K Buy
15,588
+900
+6% +$12.5K 0.02% 144
2017
Q1 		$200K Buy
14,688
+1,000
+7% +$12.7K 0.02% 140
2016
Q4 		$189K Sell
13,688
-1,980
-13% -$27.4K 0.02% 154
2016
Q3 		$210K Hold
15,668
– – 0.03% 122
2016
Q2 		$169K Hold
15,668
– – 0.02% 129
2016
Q1 		$165K Hold
15,668
– – 0.02% 133
2015
Q4 		$185K Hold
15,668
– – 0.02% 146
2015
Q3 		$183K Hold
15,668
– – 0.02% 137
2015
Q2 		$226K Hold
15,668
– – 0.03% 138
2015
Q1 		$219K Hold
15,668
– – 0.03% 135
2014
Q4 		$216K Buy
+15,668
New +$202K 0.03% 134

Other funds holding LFCR

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Crestwood Advisors Group's LFCR Position: Q4 2017 in Review

Crestwood Advisors Group sold out of Lifecore Biomedical (LFCR) in Q4 2017, closing a stake of 15,588 shares — an estimated $202K sold.

Crestwood Advisors Group first reported a position in LFCR in Q4 2014 and held it in 12 quarters. The position peaked at $226K in Q2 2015. 91 funds tracked by Wall St. Rank hold LFCR as of Q4 2017.

  • Crestwood Advisors Group reported no remaining Lifecore Biomedical position as of Q4 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 15,588 Lifecore Biomedical shares in Q4 2017, an estimated $202K.
  • Crestwood Advisors Group first reported a position in Lifecore Biomedical in Q4 2014 and held it in 12 quarters.
  • Crestwood Advisors Group's Lifecore Biomedical position peaked at $226K in Q2 2015.
  • 91 funds tracked by Wall St. Rank held Lifecore Biomedical as of Q4 2017.

Based on Crestwood Advisors Group's 13F filing for Q4 2017, filed 11 Jan 2018.