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Sonora Investment Management’s Lifeway Foods LWAY Stock Holding History

Sonora Investment 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
Q4 		– Sell
-231
Closed -$3K – 996
2015
Q3 		$3K Buy
+231
New +$3.38K ﹤0.01% 893

Other funds holding LWAY

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

Sonora Investment Management's LWAY Position: Q4 2015 in Review

Sonora Investment Management sold out of Lifeway Foods (LWAY) in Q4 2015, closing a stake of 231 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in LWAY in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 45 funds tracked by Wall St. Rank hold LWAY as of Q4 2015.

  • Sonora Investment Management reported no remaining Lifeway Foods position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 231 Lifeway Foods shares in Q4 2015, an estimated $3K.
  • Sonora Investment Management first reported a position in Lifeway Foods in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Lifeway Foods position peaked at $3K in Q3 2015.
  • 45 funds tracked by Wall St. Rank held Lifeway Foods as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.