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

Cresset 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
2019
Q2 		– Sell
-50
Closed -$1K – 484
2019
Q1 		$1K Sell
50
-9
-15% -$146 ﹤0.01% 1747
2018
Q4 		$1K Buy
+59
New +$1.12K ﹤0.01% 1443

Other funds holding ACIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 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

Cresset Asset Management's ACIC Position: Q2 2019 in Review

Cresset Asset Management sold out of American Coastal Insurance (ACIC) in Q2 2019, closing a stake of 50 shares — an estimated $1K sold.

Cresset Asset Management first reported a position in ACIC in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 116 funds tracked by Wall St. Rank hold ACIC as of Q2 2019.

  • Cresset Asset Management reported no remaining American Coastal Insurance position as of Q2 2019 after selling out during the quarter.
  • Cresset Asset Management sold 50 American Coastal Insurance shares in Q2 2019, an estimated $1K.
  • Cresset Asset Management first reported a position in American Coastal Insurance in Q4 2018 and held it in 2 quarters.
  • Cresset Asset Management's American Coastal Insurance position peaked at $1K in Q1 2019.
  • 116 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2019.

Based on Cresset Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.