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FineMark National Bank & Trust’s American Coastal Insurance ACIC Stock Holding History

FineMark National Bank & Trust’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
-500
Closed -$11K – 1423
2015
Q1 		$11K Buy
+500
New +$11.9K ﹤0.01% 977
2014
Q4 		– Sell
-15,000
Closed -$225K – 1405
2014
Q3 		$225K Buy
+15,000
New +$236K 0.04% 318

Other funds holding ACIC

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FineMark National Bank & Trust's ACIC Position: Q2 2015 in Review

FineMark National Bank & Trust sold out of American Coastal Insurance (ACIC) in Q2 2015, closing a stake of 500 shares — an estimated $11K sold.

FineMark National Bank & Trust first reported a position in ACIC in Q3 2014 and held it in 2 quarters. The position peaked at $225K in Q3 2014. 129 funds tracked by Wall St. Rank hold ACIC as of Q2 2015.

  • FineMark National Bank & Trust reported no remaining American Coastal Insurance position as of Q2 2015 after selling out during the quarter.
  • FineMark National Bank & Trust sold 500 American Coastal Insurance shares in Q2 2015, an estimated $11K.
  • FineMark National Bank & Trust first reported a position in American Coastal Insurance in Q3 2014 and held it in 2 quarters.
  • FineMark National Bank & Trust's American Coastal Insurance position peaked at $225K in Q3 2014.
  • 129 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2015.

Based on FineMark National Bank & Trust's 13F filing for Q2 2015, filed 11 Aug 2015.