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Balasa Dinverno & Foltz’s American Coastal Insurance ACIC Stock Holding History

Balasa Dinverno & Foltz’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
Q2 		– Sell
-15,791
Closed -$355K – 200
2015
Q1 		$355K Buy
+15,791
New +$377K 0.05% 122

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Balasa Dinverno & Foltz's ACIC Position: Q2 2015 in Review

Balasa Dinverno & Foltz sold out of American Coastal Insurance (ACIC) in Q2 2015, closing a stake of 15,791 shares — an estimated $355K sold.

Balasa Dinverno & Foltz first reported a position in ACIC in Q1 2015 and held it in 1 quarter. The position peaked at $355K in Q1 2015. 129 funds tracked by Wall St. Rank hold ACIC as of Q2 2015.

  • Balasa Dinverno & Foltz reported no remaining American Coastal Insurance position as of Q2 2015 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 15,791 American Coastal Insurance shares in Q2 2015, an estimated $355K.
  • Balasa Dinverno & Foltz first reported a position in American Coastal Insurance in Q1 2015 and held it in 1 quarter.
  • Balasa Dinverno & Foltz's American Coastal Insurance position peaked at $355K in Q1 2015.
  • 129 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2015.

Based on Balasa Dinverno & Foltz's 13F filing for Q2 2015, filed 11 Aug 2015.