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Howe & Rusling’s American Coastal Insurance ACIC Stock Holding History

Howe & Rusling’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
2018
Q2 		– Sell
-210
Closed -$4K – 818
2018
Q1 		$4K Hold
210
– – ﹤0.01% 636
2017
Q4 		$4K Hold
210
– – ﹤0.01% 582
2017
Q3 		$3K Buy
+210
New +$3.34K ﹤0.01% 644
2017
Q2 		– Sell
-460
Closed -$7K – 940
2017
Q1 		$7K Buy
+460
New +$7.15K ﹤0.01% 582

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
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

Howe & Rusling's ACIC Position: Q2 2018 in Review

Howe & Rusling sold out of American Coastal Insurance (ACIC) in Q2 2018, closing a stake of 210 shares — an estimated $4K sold.

Howe & Rusling first reported a position in ACIC in Q1 2017 and held it in 4 quarters. The position peaked at $7K in Q1 2017. 114 funds tracked by Wall St. Rank hold ACIC as of Q2 2018.

  • Howe & Rusling reported no remaining American Coastal Insurance position as of Q2 2018 after selling out during the quarter.
  • Howe & Rusling sold 210 American Coastal Insurance shares in Q2 2018, an estimated $4K.
  • Howe & Rusling first reported a position in American Coastal Insurance in Q1 2017 and held it in 4 quarters.
  • Howe & Rusling's American Coastal Insurance position peaked at $7K in Q1 2017.
  • 114 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2018.

Based on Howe & Rusling's 13F filing for Q2 2018, filed 31 Jul 2018.