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Reilly Financial Advisors’s Saia SAIA Stock Holding History

Reilly Financial 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
2014
Q3 		– Sell
-180
Closed -$8K – 854
2014
Q2 		$8K Hold
180
– – ﹤0.01% 598
2014
Q1 		$7K Buy
+180
New +$6.21K ﹤0.01% 627

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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Reilly Financial Advisors's SAIA Position: Q3 2014 in Review

Reilly Financial Advisors sold out of Saia (SAIA) in Q3 2014, closing a stake of 180 shares — an estimated $8K sold.

Reilly Financial Advisors first reported a position in SAIA in Q1 2014 and held it in 2 quarters. The position peaked at $8K in Q2 2014. 173 funds tracked by Wall St. Rank hold SAIA as of Q3 2014.

  • Reilly Financial Advisors reported no remaining Saia position as of Q3 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 180 Saia shares in Q3 2014, an estimated $8K.
  • Reilly Financial Advisors first reported a position in Saia in Q1 2014 and held it in 2 quarters.
  • Reilly Financial Advisors's Saia position peaked at $8K in Q2 2014.
  • 173 funds tracked by Wall St. Rank held Saia as of Q3 2014.

Based on Reilly Financial Advisors's 13F filing for Q3 2014, filed 16 Oct 2014.