Massachusetts Financial Services
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Massachusetts Financial Services’s American Coastal Insurance ACIC Stock Holding History

Massachusetts 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
Q1 		– Sell
-46,748
Closed -$708K – 843
2016
Q4 		$708K Sell
46,748
-2,812
-6% -$40.3K ﹤0.01% 799
2016
Q3 		$842K Buy
49,560
+24,731
+100% +$392K ﹤0.01% 779
2016
Q2 		$407K Sell
24,829
-1,541
-6% -$26.2K ﹤0.01% 810
2016
Q1 		$507K Buy
+26,370
New +$442K ﹤0.01% 782

Other funds holding ACIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services's ACIC Position: Q1 2017 in Review

Massachusetts Financial Services sold out of American Coastal Insurance (ACIC) in Q1 2017, closing a stake of 46,748 shares — an estimated $708K sold.

Massachusetts Financial Services first reported a position in ACIC in Q1 2016 and held it in 4 quarters. The position peaked at $842K in Q3 2016. 133 funds tracked by Wall St. Rank hold ACIC as of Q1 2017.

  • Massachusetts Financial Services reported no remaining American Coastal Insurance position as of Q1 2017 after selling out during the quarter.
  • Massachusetts Financial Services sold 46,748 American Coastal Insurance shares in Q1 2017, an estimated $708K.
  • Massachusetts Financial Services first reported a position in American Coastal Insurance in Q1 2016 and held it in 4 quarters.
  • Massachusetts Financial Services's American Coastal Insurance position peaked at $842K in Q3 2016.
  • 133 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2017.

Based on Massachusetts Financial Services's 13F filing for Q1 2017, filed 12 May 2017.