MFW
VIA

Mosaic Family Wealth’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Mosaic Family Wealth’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
-33
Closed -$3K – 983
2017
Q2 		$3K Hold
33
– – ﹤0.01% 656
2017
Q1 		$3K Hold
33
– – ﹤0.01% 667
2016
Q4 		$2K Hold
33
– – ﹤0.01% 673
2016
Q3 		$2K Hold
33
– – ﹤0.01% 703
2016
Q2 		$3K Buy
+33
New +$2.32K ﹤0.01% 690

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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
SIM
Spark Investment Management New York $51.2M AUM 87.14% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Mosaic Family Wealth's VIA Position: Q3 2017 in Review

Mosaic Family Wealth sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q3 2017, closing a stake of 33 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in VIA in Q2 2016 and held it in 5 quarters. The position peaked at $3K in Q2 2017. 98 funds tracked by Wall St. Rank hold VIA as of Q3 2017.

  • Mosaic Family Wealth reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q3 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 33 Via Renewables, Inc. Class A Common Stock shares in Q3 2017, an estimated $3K.
  • Mosaic Family Wealth first reported a position in Via Renewables, Inc. Class A Common Stock in Q2 2016 and held it in 5 quarters.
  • Mosaic Family Wealth's Via Renewables, Inc. Class A Common Stock position peaked at $3K in Q2 2017.
  • 98 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q3 2017.

Based on Mosaic Family Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.