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Lucus Advisors’s Saia SAIA Stock Holding History

Lucus Advisors’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
Q2 		– Sell
-8,321
Closed -$234K – 295
2016
Q1 		$234K Buy
+8,321
New +$205K 0.14% 264

Other funds holding SAIA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lucus Advisors's SAIA Position: Q2 2016 in Review

Lucus Advisors sold out of Saia (SAIA) in Q2 2016, closing a stake of 8,321 shares — an estimated $234K sold.

Lucus Advisors first reported a position in SAIA in Q1 2016 and held it in 1 quarter. The position peaked at $234K in Q1 2016. 142 funds tracked by Wall St. Rank hold SAIA as of Q2 2016.

  • Lucus Advisors reported no remaining Saia position as of Q2 2016 after selling out during the quarter.
  • Lucus Advisors sold 8,321 Saia shares in Q2 2016, an estimated $234K.
  • Lucus Advisors first reported a position in Saia in Q1 2016 and held it in 1 quarter.
  • Lucus Advisors's Saia position peaked at $234K in Q1 2016.
  • 142 funds tracked by Wall St. Rank held Saia as of Q2 2016.

Based on Lucus Advisors's 13F filing for Q2 2016, filed 27 Jul 2016.