FIM
VIA

Freedom Investment Management’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Freedom Investment Management’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
Q2 		– Sell
-3,310
Closed -$264K – 1142
2017
Q1 		$264K Sell
3,310
-1,230
-27% -$86.5K 0.02% 838
2016
Q4 		$344K Buy
4,540
+781
+21% +$52.2K 0.02% 632
2016
Q3 		$274K Buy
3,759
+909
+32% +$63.3K 0.02% 684
2016
Q2 		$235K Buy
+2,850
New +$200K 0.02% 698

Other funds holding VIA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SIM
Spark Investment Management New York $51.2M AUM 87.14% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Freedom Investment Management's VIA Position: Q2 2017 in Review

Freedom Investment Management sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q2 2017, closing a stake of 3,310 shares — an estimated $264K sold.

Freedom Investment Management first reported a position in VIA in Q2 2016 and held it in 4 quarters. The position peaked at $344K in Q4 2016. 103 funds tracked by Wall St. Rank hold VIA as of Q2 2017.

  • Freedom Investment Management reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q2 2017 after selling out during the quarter.
  • Freedom Investment Management sold 3,310 Via Renewables, Inc. Class A Common Stock shares in Q2 2017, an estimated $264K.
  • Freedom Investment Management first reported a position in Via Renewables, Inc. Class A Common Stock in Q2 2016 and held it in 4 quarters.
  • Freedom Investment Management's Via Renewables, Inc. Class A Common Stock position peaked at $344K in Q4 2016.
  • 103 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q2 2017.

Based on Freedom Investment Management's 13F filing for Q2 2017, filed 14 Jul 2017.