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Rational Advisors’s Lifeway Foods LWAY Stock Holding History

Rational Advisors’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
2013
Q4 		$68K Sell
4,238
-223
-5% -$3.29K 0.01% 673
2013
Q3 		$60K Buy
4,461
+223
+5% +$3.59K ﹤0.01% 702
2013
Q2 		$74K Buy
+4,238
New +$61.7K 0.01% 693

Other funds holding LWAY

TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 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
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Rational Advisors's LWAY Position: Q4 2013 in Review

Rational Advisors reduced its Lifeway Foods (LWAY) stake by 5% in Q4 2013, selling an estimated $3.29K and leaving 4,238 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #673.

Rational Advisors first reported a position in LWAY in Q2 2013 and has held it in 3 quarters since. The position peaked at $74K in Q2 2013. 46 funds tracked by Wall St. Rank hold LWAY as of Q4 2013.

  • Rational Advisors held 4,238 shares of Lifeway Foods worth $68K as of Q4 2013.
  • Rational Advisors sold 223 Lifeway Foods shares in Q4 2013, an estimated $3.29K.
  • Lifeway Foods made up 0.01% of Rational Advisors's portfolio in Q4 2013, its #673 holding.
  • Rational Advisors first reported a position in Lifeway Foods in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's Lifeway Foods position peaked at $74K in Q2 2013.
  • 46 funds tracked by Wall St. Rank held Lifeway Foods as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.