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McQueen Ball & Associates’s American Coastal Insurance ACIC Stock Holding History

McQueen Ball & Associates’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
-21,675
Closed -$328K – 104
2016
Q4 		$328K Buy
+21,675
New +$310K 0.22% 76

Other funds holding ACIC

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Vanguard Group
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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

McQueen Ball & Associates's ACIC Position: Q1 2017 in Review

McQueen Ball & Associates sold out of American Coastal Insurance (ACIC) in Q1 2017, closing a stake of 21,675 shares — an estimated $328K sold.

McQueen Ball & Associates first reported a position in ACIC in Q4 2016 and held it in 1 quarter. The position peaked at $328K in Q4 2016. 133 funds tracked by Wall St. Rank hold ACIC as of Q1 2017.

  • McQueen Ball & Associates reported no remaining American Coastal Insurance position as of Q1 2017 after selling out during the quarter.
  • McQueen Ball & Associates sold 21,675 American Coastal Insurance shares in Q1 2017, an estimated $328K.
  • McQueen Ball & Associates first reported a position in American Coastal Insurance in Q4 2016 and held it in 1 quarter.
  • McQueen Ball & Associates's American Coastal Insurance position peaked at $328K in Q4 2016.
  • 133 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2017.

Based on McQueen Ball & Associates's 13F filing for Q1 2017, filed 4 Apr 2017.