FineMark National Bank & Trust’s Saia SAIA Stock Holding History

FineMark National Bank & Trust’s Portfolio SAIA Stock Details SAIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-505	Closed	-$15K	–	1349
2016 Q3	$15K	Buy	505 +350	+226%	+$10K	﹤0.01%	860
2016 Q2	$4K	Sell	155 -500	-76%	-$13.3K	﹤0.01%	1116
2016 Q1	$18K	Sell	655 -125	-16%	-$3.08K	﹤0.01%	803
2015 Q4	$17K	Sell	780 -5	-0.6%	-$129	﹤0.01%	853
2015 Q3	$24K	Buy	+785	New	+$30K	﹤0.01%	813

Other funds holding SAIA

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

FineMark National Bank & Trust's SAIA Position: Q4 2016 in Review

FineMark National Bank & Trust sold out of Saia (SAIA) in Q4 2016, closing a stake of 505 shares — an estimated $15K sold.

FineMark National Bank & Trust first reported a position in SAIA in Q3 2015 and held it in 5 quarters. The position peaked at $24K in Q3 2015. 178 funds tracked by Wall St. Rank hold SAIA as of Q4 2016.

FineMark National Bank & Trust reported no remaining Saia position as of Q4 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 505 Saia shares in Q4 2016, an estimated $15K.
FineMark National Bank & Trust first reported a position in Saia in Q3 2015 and held it in 5 quarters.
FineMark National Bank & Trust's Saia position peaked at $24K in Q3 2015.
178 funds tracked by Wall St. Rank held Saia as of Q4 2016.

Based on FineMark National Bank & Trust's 13F filing for Q4 2016, filed 13 Feb 2017.