CPIG
VIA

Chicago Partners Investment Group’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Chicago Partners Investment 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
2018
Q4 		– Sell
-21
Closed -$1K – 965
2018
Q3 		$1K Buy
+21
New +$924 ﹤0.01% 1044

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 $6.73T AUM 46.02% 1-Year Est. Return
BC
Blackstart Capital New York $151M AUM 14.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Chicago Partners Investment Group's VIA Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q4 2018, closing a stake of 21 shares — an estimated $1K sold.

Chicago Partners Investment Group first reported a position in VIA in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 96 funds tracked by Wall St. Rank hold VIA as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 21 Via Renewables, Inc. Class A Common Stock shares in Q4 2018, an estimated $1K.
  • Chicago Partners Investment Group first reported a position in Via Renewables, Inc. Class A Common Stock in Q3 2018 and held it in 1 quarter.
  • Chicago Partners Investment Group's Via Renewables, Inc. Class A Common Stock position peaked at $1K in Q3 2018.
  • 96 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.