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Independent Portfolio Consultants’s Saia SAIA Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-345
Closed -$15K – 892
2016
Q4 		$15K Buy
+345
New +$13.3K ﹤0.01% 661
2013
Q4 		– Sell
-9,369
Closed -$292K – 464
2013
Q3 		$292K Buy
9,369
+310
+3% +$9.64K 0.12% 366
2013
Q2 		$271K Buy
+9,059
New +$258K 0.12% 360

Other funds holding SAIA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

Independent Portfolio Consultants's SAIA Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Saia (SAIA) in Q1 2017, closing a stake of 345 shares — an estimated $15K sold.

Independent Portfolio Consultants first reported a position in SAIA in Q2 2013 and held it in 3 quarters. The position peaked at $292K in Q3 2013. 165 funds tracked by Wall St. Rank hold SAIA as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Saia position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 345 Saia shares in Q1 2017, an estimated $15K.
  • Independent Portfolio Consultants first reported a position in Saia in Q2 2013 and held it in 3 quarters.
  • Independent Portfolio Consultants's Saia position peaked at $292K in Q3 2013.
  • 165 funds tracked by Wall St. Rank held Saia as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.