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Capstone Asset Management’s American Coastal Insurance ACIC Stock Holding History

Capstone Asset Management’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
2017
Q2 		$280K Buy
17,770
+400
+2% +$6.25K 0.01% 1306
2017
Q1 		$277K Sell
17,370
-320
-2% -$4.97K 0.01% 1347
2016
Q4 		$268K Buy
+17,690
New +$253K 0.01% 1390

Other funds holding ACIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Capstone Asset Management's ACIC Position: Q2 2017 in Review

Capstone Asset Management increased its American Coastal Insurance (ACIC) stake by 2.3% in Q2 2017, buying an estimated $6.25K and bringing the position to 17,770 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #1306.

Capstone Asset Management first reported a position in ACIC in Q4 2016 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold ACIC as of Q2 2017.

  • Capstone Asset Management held 17,770 shares of American Coastal Insurance worth $280K as of Q2 2017.
  • Capstone Asset Management bought 400 American Coastal Insurance shares in Q2 2017, an estimated $6.25K.
  • American Coastal Insurance made up 0.01% of Capstone Asset Management's portfolio in Q2 2017, its #1306 holding.
  • Capstone Asset Management first reported a position in American Coastal Insurance in Q4 2016 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.