Cambridge Investment Research Advisors’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Cambridge Investment Research 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
2019 Q2	–	Sell	-18,311	Closed	-$816K	–	2380
2019 Q1	$816K	Buy	+18,311	New	+$801K	0.01%	1152
2018 Q3	–	Sell	-14,765	Closed	-$720K	–	2315
2018 Q2	$720K	Buy	14,765 +135	+0.9%	+$7.28K	0.01%	1188
2018 Q1	$867K	Buy	+14,630	New	+$780K	0.01%	1009
2017 Q4	–	Sell	-5,922	Closed	-$444K	–	2170
2017 Q3	$444K	Buy	+5,922	New	+$530K	0.01%	1308

Other funds holding VIA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CPP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

PCM

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

SMH

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

Cambridge Investment Research Advisors's VIA Position: Q2 2019 in Review

Cambridge Investment Research Advisors sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q2 2019, closing a stake of 18,311 shares — an estimated $816K sold.

Cambridge Investment Research Advisors first reported a position in VIA in Q3 2017 and held it in 4 quarters. The position peaked at $867K in Q1 2018. 83 funds tracked by Wall St. Rank hold VIA as of Q2 2019.

Cambridge Investment Research Advisors reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q2 2019 after selling out during the quarter.
Cambridge Investment Research Advisors sold 18,311 Via Renewables, Inc. Class A Common Stock shares in Q2 2019, an estimated $816K.
Cambridge Investment Research Advisors first reported a position in Via Renewables, Inc. Class A Common Stock in Q3 2017 and held it in 4 quarters.
Cambridge Investment Research Advisors's Via Renewables, Inc. Class A Common Stock position peaked at $867K in Q1 2018.
83 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q2 2019.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2019, filed 15 Aug 2019.