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Evercore Wealth Management’s Lifeway Foods LWAY Stock Holding History

Evercore Wealth Management’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
2015
Q1 		– Sell
-918
Closed -$17K – 1023
2014
Q4 		$17K Buy
+918
New +$15.5K ﹤0.01% 686

Other funds holding LWAY

TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Evercore Wealth Management's LWAY Position: Q1 2015 in Review

Evercore Wealth Management sold out of Lifeway Foods (LWAY) in Q1 2015, closing a stake of 918 shares — an estimated $17K sold.

Evercore Wealth Management first reported a position in LWAY in Q4 2014 and held it in 1 quarter. The position peaked at $17K in Q4 2014. 50 funds tracked by Wall St. Rank hold LWAY as of Q1 2015.

  • Evercore Wealth Management reported no remaining Lifeway Foods position as of Q1 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 918 Lifeway Foods shares in Q1 2015, an estimated $17K.
  • Evercore Wealth Management first reported a position in Lifeway Foods in Q4 2014 and held it in 1 quarter.
  • Evercore Wealth Management's Lifeway Foods position peaked at $17K in Q4 2014.
  • 50 funds tracked by Wall St. Rank held Lifeway Foods as of Q1 2015.

Based on Evercore Wealth Management's 13F filing for Q1 2015, filed 6 May 2015.