Sonora Investment Management’s Via Renewables Inc 8.75% Series A Preferred Stock VIASP Stock Holding History

Sonora Investment Management’s Portfolio VIASP Stock Details VIASP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-725	Closed	-$19.3K	–	1223
2017 Q4	$19.3K	Buy	+725	New	+$19.4K	﹤0.01%	616

Other funds holding VIASP

BRC

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return

Sonora Investment Management's VIASP Position: Q1 2018 in Review

Sonora Investment Management sold out of Via Renewables Inc 8.75% Series A Preferred Stock (VIASP) in Q1 2018, closing a stake of 725 shares — an estimated $19.3K sold.

Sonora Investment Management first reported a position in VIASP in Q4 2017 and held it in 1 quarter. The position peaked at $19.3K in Q4 2017. 2 funds tracked by Wall St. Rank hold VIASP as of Q1 2018.

Sonora Investment Management reported no remaining Via Renewables Inc 8.75% Series A Preferred Stock position as of Q1 2018 after selling out during the quarter.
Sonora Investment Management sold 725 Via Renewables Inc 8.75% Series A Preferred Stock shares in Q1 2018, an estimated $19.3K.
Sonora Investment Management first reported a position in Via Renewables Inc 8.75% Series A Preferred Stock in Q4 2017 and held it in 1 quarter.
Sonora Investment Management's Via Renewables Inc 8.75% Series A Preferred Stock position peaked at $19.3K in Q4 2017.
2 funds tracked by Wall St. Rank held Via Renewables Inc 8.75% Series A Preferred Stock as of Q1 2018.

Based on Sonora Investment Management's 13F filing for Q1 2018, filed 19 Apr 2018.