Zurich Cantonal Bank’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Zurich Cantonal Bank’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	-124	Closed	-$5K	–	2602
2018 Q3	$5K	Hold	124	–	–	﹤0.01%	2576
2018 Q2	$6K	Hold	124	–	–	﹤0.01%	2517
2018 Q1	$7K	Hold	124	–	–	﹤0.01%	2521
2017 Q4	$8K	Hold	124	–	–	﹤0.01%	2516
2017 Q3	$9K	Hold	124	–	–	﹤0.01%	2443
2017 Q2	$12K	Sell	124 -1,236	-91%	-$119K	﹤0.01%	2399
2017 Q1	$109K	Buy	+1,360	New	+$95.7K	﹤0.01%	1292
2016 Q3	–	Sell	-1,000	Closed	-$83K	–	2580
2016 Q2	$83K	Buy	+1,000	New	+$70.3K	﹤0.01%	1253

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

Zurich Cantonal Bank's VIA Position: Q4 2018 in Review

Zurich Cantonal Bank sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q4 2018, closing a stake of 124 shares — an estimated $5K sold.

Zurich Cantonal Bank first reported a position in VIA in Q2 2016 and held it in 8 quarters. The position peaked at $109K in Q1 2017. 96 funds tracked by Wall St. Rank hold VIA as of Q4 2018.

Zurich Cantonal Bank reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q4 2018 after selling out during the quarter.
Zurich Cantonal Bank sold 124 Via Renewables, Inc. Class A Common Stock shares in Q4 2018, an estimated $5K.
Zurich Cantonal Bank first reported a position in Via Renewables, Inc. Class A Common Stock in Q2 2016 and held it in 8 quarters.
Zurich Cantonal Bank's Via Renewables, Inc. Class A Common Stock position peaked at $109K in Q1 2017.
96 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q4 2018.

Based on Zurich Cantonal Bank's 13F filing for Q4 2018, filed 25 Jan 2019.