SLF
VIA

Sun Life Financial’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Sun Life Financial’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
2019
Q4 		– Sell
-3,471
Closed -$183K – 595
2019
Q3 		$183K Buy
3,471
+485
+16% +$25.6K 0.05% 190
2019
Q2 		$167K Buy
2,986
+1,553
+108% +$77.6K 0.04% 197
2019
Q1 		$64K Buy
1,433
+8
+0.6% +$350 0.01% 325
2018
Q4 		$53K Buy
1,425
+7
+0.5% +$291 0.01% 382
2018
Q3 		$58K Buy
1,418
+9
+0.6% +$396 0.01% 410
2018
Q2 		$69K Buy
+1,409
New +$76K 0.01% 373

Other funds holding VIA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Sun Life Financial's VIA Position: Q4 2019 in Review

Sun Life Financial sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q4 2019, closing a stake of 3,471 shares — an estimated $183K sold.

Sun Life Financial first reported a position in VIA in Q2 2018 and held it in 6 quarters. The position peaked at $183K in Q3 2019. 85 funds tracked by Wall St. Rank hold VIA as of Q4 2019.

  • Sun Life Financial reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 3,471 Via Renewables, Inc. Class A Common Stock shares in Q4 2019, an estimated $183K.
  • Sun Life Financial first reported a position in Via Renewables, Inc. Class A Common Stock in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's Via Renewables, Inc. Class A Common Stock position peaked at $183K in Q3 2019.
  • 85 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.