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

Zacks 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
2018 Q4	–	Sell	-2,162	Closed	-$89K	–	597
2018 Q3	$89K	Buy	+2,162	New	+$95.2K	﹤0.01%	506
2017 Q2	–	Sell	-4,386	Closed	-$350K	–	702
2017 Q1	$350K	Buy	4,386 +1,698	+63%	+$119K	0.01%	487
2016 Q4	$204K	Sell	2,688 -206	-7%	-$13.8K	0.01%	603
2016 Q3	$211K	Sell	2,894 -2,092	-42%	-$146K	0.01%	584
2016 Q2	$412K	Buy	+4,986	New	+$351K	0.01%	463

Other funds holding VIA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CPP

Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstart Capital New York $151M AUM 14.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

Zacks Investment Management's VIA Position: Q4 2018 in Review

Zacks Investment Management sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q4 2018, closing a stake of 2,162 shares — an estimated $89K sold.

Zacks Investment Management first reported a position in VIA in Q2 2016 and held it in 5 quarters. The position peaked at $412K in Q2 2016. 96 funds tracked by Wall St. Rank hold VIA as of Q4 2018.

Zacks Investment Management reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q4 2018 after selling out during the quarter.
Zacks Investment Management sold 2,162 Via Renewables, Inc. Class A Common Stock shares in Q4 2018, an estimated $89K.
Zacks Investment Management first reported a position in Via Renewables, Inc. Class A Common Stock in Q2 2016 and held it in 5 quarters.
Zacks Investment Management's Via Renewables, Inc. Class A Common Stock position peaked at $412K in Q2 2016.
96 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q4 2018.

Based on Zacks Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.