MFT
VIA

Moisand Fitzgerald Tamayo’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Moisand Fitzgerald Tamayo’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
Q2 		– Sell
-60
Closed -$4K – 328
2018
Q1 		$4K Buy
+60
New +$3.2K ﹤0.01% 274

Other funds holding VIA

CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SIM
Spark Investment Management New York $51.2M AUM 87.14% 1-Year Est. Return

Moisand Fitzgerald Tamayo's VIA Position: Q2 2018 in Review

Moisand Fitzgerald Tamayo sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q2 2018, closing a stake of 60 shares — an estimated $4K sold.

Moisand Fitzgerald Tamayo first reported a position in VIA in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 89 funds tracked by Wall St. Rank hold VIA as of Q2 2018.

  • Moisand Fitzgerald Tamayo reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q2 2018 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 60 Via Renewables, Inc. Class A Common Stock shares in Q2 2018, an estimated $4K.
  • Moisand Fitzgerald Tamayo first reported a position in Via Renewables, Inc. Class A Common Stock in Q1 2018 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's Via Renewables, Inc. Class A Common Stock position peaked at $4K in Q1 2018.
  • 89 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q2 2018.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2018, filed 8 Aug 2018.