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Ground Swell Capital’s Lifeway Foods LWAY Stock Holding History

Ground Swell Capital’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
Q3 		$6K Buy
417
+303
+266% +$4.11K 0.01% 1340
2014
Q2 		$2K Buy
+114
New +$1.6K ﹤0.01% 1499

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
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
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Ground Swell Capital's LWAY Position: Q3 2014 in Review

Ground Swell Capital increased its Lifeway Foods (LWAY) stake by 266% in Q3 2014, buying an estimated $4.11K and bringing the position to 417 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #1340.

Ground Swell Capital first reported a position in LWAY in Q2 2014 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold LWAY as of Q3 2014.

  • Ground Swell Capital held 417 shares of Lifeway Foods worth $6K as of Q3 2014.
  • Ground Swell Capital bought 303 Lifeway Foods shares in Q3 2014, an estimated $4.11K.
  • Lifeway Foods made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1340 holding.
  • Ground Swell Capital first reported a position in Lifeway Foods in Q2 2014 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Lifeway Foods as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.