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

Eagle Global 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 Q3	–	Sell	-5,120	Closed	-$481K	–	378
2017 Q2	$481K	Hold	5,120	–	–	0.01%	226
2017 Q1	$409K	Hold	5,120	–	–	0.01%	238
2016 Q4	$388K	Hold	5,120	–	–	0.01%	244
2016 Q3	$373K	Buy	5,120 +2,332	+84%	+$162K	0.01%	246
2016 Q2	$230K	Buy	+2,788	New	+$196K	0.01%	304

Other funds holding VIA

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

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

CPP

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

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

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

SIM

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

PCM

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

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

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

Eagle Global Advisors's VIA Position: Q3 2017 in Review

Eagle Global Advisors sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q3 2017, closing a stake of 5,120 shares — an estimated $481K sold.

Eagle Global Advisors first reported a position in VIA in Q2 2016 and held it in 5 quarters. The position peaked at $481K in Q2 2017. 98 funds tracked by Wall St. Rank hold VIA as of Q3 2017.

Eagle Global Advisors reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q3 2017 after selling out during the quarter.
Eagle Global Advisors sold 5,120 Via Renewables, Inc. Class A Common Stock shares in Q3 2017, an estimated $481K.
Eagle Global Advisors first reported a position in Via Renewables, Inc. Class A Common Stock in Q2 2016 and held it in 5 quarters.
Eagle Global Advisors's Via Renewables, Inc. Class A Common Stock position peaked at $481K in Q2 2017.
98 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q3 2017.

Based on Eagle Global Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.