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B. Riley Wealth Advisors’s American Coastal Insurance ACIC Stock Holding History

B. Riley Wealth Advisors’s Portfolio ACIC Stock Details ACIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-4,178
Closed -$92 – 597
2014
Q4 		$92 Sell
4,178
-6,322
-60% -$118K ﹤0.01% 1784
2014
Q3 		$158K Sell
10,500
-603
-5% -$9.49K 0.04% 540
2014
Q2 		$192K Buy
+11,103
New +$181K 0.05% 469

Other funds holding ACIC

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

B. Riley Wealth Advisors's ACIC Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of American Coastal Insurance (ACIC) in Q1 2015, closing a stake of 4,178 shares — an estimated $92 sold.

B. Riley Wealth Advisors first reported a position in ACIC in Q2 2014 and held it in 3 quarters. The position peaked at $192K in Q2 2014. 129 funds tracked by Wall St. Rank hold ACIC as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining American Coastal Insurance position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,178 American Coastal Insurance shares in Q1 2015, an estimated $92.
  • B. Riley Wealth Advisors first reported a position in American Coastal Insurance in Q2 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's American Coastal Insurance position peaked at $192K in Q2 2014.
  • 129 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.