BA
VIA

Boston Advisors’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Boston Advisors’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
-37,585
Closed -$2.82M – 676
2017
Q3 		$2.82M Sell
37,585
-10,242
-21% -$917K 0.06% 262
2017
Q2 		$4.5M Sell
47,827
-18,485
-28% -$1.79M 0.1% 223
2017
Q1 		$5.3M Buy
66,312
+11,860
+22% +$834K 0.12% 207
2016
Q4 		$4.13M Buy
+54,452
New +$3.64M 0.1% 239

Other funds holding VIA

JP Morgan Chase
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
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
HA
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Advisors's VIA Position: Q4 2017 in Review

Boston Advisors sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q4 2017, closing a stake of 37,585 shares — an estimated $2.82M sold.

Boston Advisors first reported a position in VIA in Q4 2016 and held it in 4 quarters. The position peaked at $5.3M in Q1 2017. 95 funds tracked by Wall St. Rank hold VIA as of Q4 2017.

  • Boston Advisors reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q4 2017 after selling out during the quarter.
  • Boston Advisors sold 37,585 Via Renewables, Inc. Class A Common Stock shares in Q4 2017, an estimated $2.82M.
  • Boston Advisors first reported a position in Via Renewables, Inc. Class A Common Stock in Q4 2016 and held it in 4 quarters.
  • Boston Advisors's Via Renewables, Inc. Class A Common Stock position peaked at $5.3M in Q1 2017.
  • 95 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q4 2017.

Based on Boston Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.