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Gradient Investments’s American Coastal Insurance ACIC Stock Holding History

Gradient Investments’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
2014
Q2 		– Sell
-200
Closed -$3K – 498
2014
Q1 		$3K Buy
+200
New +$2.76K ﹤0.01% 418

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BFA
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MCM
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Allianz Asset Management
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BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
CPIM
Columbia Partners Investment Management Alexandria, Virginia $257M AUM 8.17% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Gradient Investments's ACIC Position: Q2 2014 in Review

Gradient Investments sold out of American Coastal Insurance (ACIC) in Q2 2014, closing a stake of 200 shares — an estimated $3K sold.

Gradient Investments first reported a position in ACIC in Q1 2014 and held it in 1 quarter. The position peaked at $3K in Q1 2014. 104 funds tracked by Wall St. Rank hold ACIC as of Q2 2014.

  • Gradient Investments reported no remaining American Coastal Insurance position as of Q2 2014 after selling out during the quarter.
  • Gradient Investments sold 200 American Coastal Insurance shares in Q2 2014, an estimated $3K.
  • Gradient Investments first reported a position in American Coastal Insurance in Q1 2014 and held it in 1 quarter.
  • Gradient Investments's American Coastal Insurance position peaked at $3K in Q1 2014.
  • 104 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2014.

Based on Gradient Investments's 13F filing for Q2 2014, filed 11 Jul 2014.