Bessemer Group’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Bessemer Group’s Portfolio VIA Stock Details VIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-5,220	Closed	-$392K	–	1848
2017 Q3	$392K	Sell	5,220 -100	-2%	-$8.96K	﹤0.01%	901
2017 Q2	$500K	Hold	5,320	–	–	﹤0.01%	859
2017 Q1	$425K	Hold	5,320	–	–	﹤0.01%	920
2016 Q4	$403K	Buy	5,320 +320	+6%	+$21.4K	﹤0.01%	932
2016 Q3	$364K	Buy	+5,000	New	+$348K	﹤0.01%	857
2015 Q4	–	Sell	-109	Closed	-$5K	–	1752
2015 Q3	$5K	Buy	+109	New	+$4.38K	﹤0.01%	1345

Other funds holding VIA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CPP

Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

SIM

Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bessemer Group's VIA Position: Q4 2017 in Review

Bessemer Group sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q4 2017, closing a stake of 5,220 shares — an estimated $392K sold.

Bessemer Group first reported a position in VIA in Q3 2015 and held it in 6 quarters. The position peaked at $500K in Q2 2017. 95 funds tracked by Wall St. Rank hold VIA as of Q4 2017.

Bessemer Group reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q4 2017 after selling out during the quarter.
Bessemer Group sold 5,220 Via Renewables, Inc. Class A Common Stock shares in Q4 2017, an estimated $392K.
Bessemer Group first reported a position in Via Renewables, Inc. Class A Common Stock in Q3 2015 and held it in 6 quarters.
Bessemer Group's Via Renewables, Inc. Class A Common Stock position peaked at $500K in Q2 2017.
95 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q4 2017.

Based on Bessemer Group's 13F filing for Q4 2017, filed 30 Jan 2018.