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Mosaic Family Wealth’s American Coastal Insurance ACIC Stock Holding History

Mosaic Family Wealth’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
-147
Closed -$2K – 719
2016
Q4 		$2K Hold
147
– – ﹤0.01% 654
2016
Q3 		$2K Hold
147
– – ﹤0.01% 670
2016
Q2 		$3K Buy
+147
New +$2.5K ﹤0.01% 649

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

Mosaic Family Wealth's ACIC Position: Q1 2017 in Review

Mosaic Family Wealth sold out of American Coastal Insurance (ACIC) in Q1 2017, closing a stake of 147 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in ACIC in Q2 2016 and held it in 3 quarters. The position peaked at $3K in Q2 2016. 133 funds tracked by Wall St. Rank hold ACIC as of Q1 2017.

  • Mosaic Family Wealth reported no remaining American Coastal Insurance position as of Q1 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 147 American Coastal Insurance shares in Q1 2017, an estimated $2K.
  • Mosaic Family Wealth first reported a position in American Coastal Insurance in Q2 2016 and held it in 3 quarters.
  • Mosaic Family Wealth's American Coastal Insurance position peaked at $3K in Q2 2016.
  • 133 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2017.

Based on Mosaic Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.