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Regal Investment Advisors’s Saia SAIA Stock Holding History

Regal Investment 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
2015
Q1 		– Sell
-716
Closed -$40K – 1028
2014
Q4 		$40K Buy
716
+104
+17% +$5.42K 0.01% 426
2014
Q3 		$30K Sell
612
-98
-14% -$4.66K 0.01% 489
2014
Q2 		$31K Buy
+710
New +$29.5K 0.01% 470

Other funds holding SAIA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Regal Investment Advisors's SAIA Position: Q1 2015 in Review

Regal Investment Advisors sold out of Saia (SAIA) in Q1 2015, closing a stake of 716 shares — an estimated $40K sold.

Regal Investment Advisors first reported a position in SAIA in Q2 2014 and held it in 3 quarters. The position peaked at $40K in Q4 2014. 175 funds tracked by Wall St. Rank hold SAIA as of Q1 2015.

  • Regal Investment Advisors reported no remaining Saia position as of Q1 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 716 Saia shares in Q1 2015, an estimated $40K.
  • Regal Investment Advisors first reported a position in Saia in Q2 2014 and held it in 3 quarters.
  • Regal Investment Advisors's Saia position peaked at $40K in Q4 2014.
  • 175 funds tracked by Wall St. Rank held Saia as of Q1 2015.

Based on Regal Investment Advisors's 13F filing for Q1 2015, filed 30 Apr 2015.