Ladenburg Thalmann Financial Services’s American Coastal Insurance ACIC Stock Holding History

Ladenburg Thalmann Financial Services’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 Q3	–	Sell	-119	Closed	-$2K	–	4915
2017 Q2	$2K	Hold	119	–	–	﹤0.01%	4560
2017 Q1	$2K	Hold	119	–	–	﹤0.01%	4537
2016 Q4	$2K	Hold	119	–	–	﹤0.01%	4502
2016 Q3	$2K	Buy	119 +69	+138%	+$1.09K	﹤0.01%	4438
2016 Q2	$1K	Buy	+50	New	+$852	﹤0.01%	4520
2015 Q2	–	Sell	-237	Closed	-$6K	–	4638
2015 Q1	$6K	Buy	237 +202	+577%	+$4.82K	﹤0.01%	3876
2014 Q4	$1K	Buy	+35	New	+$651	﹤0.01%	4168

Other funds holding ACIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SCM

Stadium Capital Management New Canaan, Connecticut $21M AUM 6.45% 1-Year Est. Return

SWA

Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Ladenburg Thalmann Financial Services's ACIC Position: Q3 2017 in Review

Ladenburg Thalmann Financial Services sold out of American Coastal Insurance (ACIC) in Q3 2017, closing a stake of 119 shares — an estimated $2K sold.

Ladenburg Thalmann Financial Services first reported a position in ACIC in Q4 2014 and held it in 7 quarters. The position peaked at $6K in Q1 2015. 118 funds tracked by Wall St. Rank hold ACIC as of Q3 2017.

Ladenburg Thalmann Financial Services reported no remaining American Coastal Insurance position as of Q3 2017 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 119 American Coastal Insurance shares in Q3 2017, an estimated $2K.
Ladenburg Thalmann Financial Services first reported a position in American Coastal Insurance in Q4 2014 and held it in 7 quarters.
Ladenburg Thalmann Financial Services's American Coastal Insurance position peaked at $6K in Q1 2015.
118 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2017.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2017, filed 15 Nov 2017.