LBA Wealth Management’s Lifeway Foods LWAY Stock Holding History

LBA 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
2014 Q4	–	Sell	-198	Closed	-$3K	–	347
2014 Q3	$3K	Buy	+198	New	+$2.69K	﹤0.01%	381

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

LBA Wealth Management's LWAY Position: Q4 2014 in Review

LBA Wealth Management sold out of Lifeway Foods (LWAY) in Q4 2014, closing a stake of 198 shares — an estimated $3K sold.

LBA Wealth Management first reported a position in LWAY in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 45 funds tracked by Wall St. Rank hold LWAY as of Q4 2014.

LBA Wealth Management reported no remaining Lifeway Foods position as of Q4 2014 after selling out during the quarter.
LBA Wealth Management sold 198 Lifeway Foods shares in Q4 2014, an estimated $3K.
LBA Wealth Management first reported a position in Lifeway Foods in Q3 2014 and held it in 1 quarter.
LBA Wealth Management's Lifeway Foods position peaked at $3K in Q3 2014.
45 funds tracked by Wall St. Rank held Lifeway Foods as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.