Sheaff Brock Investment Advisors’s Saia SAIA Stock Holding History

Sheaff Brock 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
2018 Q3	–	Sell	-7,100	Closed	-$574K	–	555
2018 Q2	$574K	Sell	7,100 -8,068	-53%	-$622K	0.06%	232
2018 Q1	$1.14M	Buy	15,168 +9,120	+151%	+$678K	0.12%	129
2017 Q4	$428K	Hold	6,048	–	–	0.06%	286
2017 Q3	$379K	Sell	6,048 -8,383	-58%	-$462K	0.05%	309
2017 Q2	$740K	Hold	14,431	–	–	0.1%	218
2017 Q1	$639K	Sell	14,431 -11,951	-45%	-$558K	0.08%	239
2016 Q4	$1.17M	Hold	26,382	–	–	0.15%	132
2016 Q3	$790K	Hold	26,382	–	–	0.11%	201
2016 Q2	$663K	Hold	26,382	–	–	0.08%	229
2016 Q1	$743K	Buy	26,382 +4,732	+22%	+$117K	0.09%	216
2015 Q4	$482K	Buy	+21,650	New	+$559K	0.05%	323

Other funds holding SAIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sheaff Brock Investment Advisors's SAIA Position: Q3 2018 in Review

Sheaff Brock Investment Advisors sold out of Saia (SAIA) in Q3 2018, closing a stake of 7,100 shares — an estimated $574K sold.

Sheaff Brock Investment Advisors first reported a position in SAIA in Q4 2015 and held it in 11 quarters. The position peaked at $1.17M in Q4 2016. 197 funds tracked by Wall St. Rank hold SAIA as of Q3 2018.

Sheaff Brock Investment Advisors reported no remaining Saia position as of Q3 2018 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 7,100 Saia shares in Q3 2018, an estimated $574K.
Sheaff Brock Investment Advisors first reported a position in Saia in Q4 2015 and held it in 11 quarters.
Sheaff Brock Investment Advisors's Saia position peaked at $1.17M in Q4 2016.
197 funds tracked by Wall St. Rank held Saia as of Q3 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.