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Lucus Advisors’s American Coastal Insurance ACIC Stock Holding History

Lucus Advisors’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
2016
Q2 		– Sell
-27,437
Closed -$527K – 250
2016
Q1 		$527K Buy
+27,437
New +$460K 0.31% 56
2015
Q1 		– Sell
-23,932
Closed -$525K – 319
2014
Q4 		$525K Buy
+23,932
New +$445K 0.23% 24

Other funds holding ACIC

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Lucus Advisors's ACIC Position: Q2 2016 in Review

Lucus Advisors sold out of American Coastal Insurance (ACIC) in Q2 2016, closing a stake of 27,437 shares — an estimated $527K sold.

Lucus Advisors first reported a position in ACIC in Q4 2014 and held it in 2 quarters. The position peaked at $527K in Q1 2016. 130 funds tracked by Wall St. Rank hold ACIC as of Q2 2016.

  • Lucus Advisors reported no remaining American Coastal Insurance position as of Q2 2016 after selling out during the quarter.
  • Lucus Advisors sold 27,437 American Coastal Insurance shares in Q2 2016, an estimated $527K.
  • Lucus Advisors first reported a position in American Coastal Insurance in Q4 2014 and held it in 2 quarters.
  • Lucus Advisors's American Coastal Insurance position peaked at $527K in Q1 2016.
  • 130 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2016.

Based on Lucus Advisors's 13F filing for Q2 2016, filed 27 Jul 2016.