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Next Financial Group’s American Coastal Insurance ACIC Stock Holding History

Next Financial Group’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
2019
Q4 		– Sell
-10
Closed – – 2335
2019
Q3 		$0 Hold
10
– – ﹤0.01% 2291
2019
Q2 		$0 Hold
10
– – ﹤0.01% 2288
2019
Q1 		$0 Hold
10
– – ﹤0.01% 1618
2018
Q4 		$0 Buy
+10
New +$190 ﹤0.01% 1936
2015
Q1 		– Sell
-1,000
Closed -$22K – 1835
2014
Q4 		$22K Hold
1,000
– – 0.01% 931
2014
Q3 		$15K Hold
1,000
– – ﹤0.01% 1555
2014
Q2 		$15K Buy
+1,000
New +$16.3K 0.01% 674

Other funds holding ACIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Next Financial Group's ACIC Position: Q4 2019 in Review

Next Financial Group sold out of American Coastal Insurance (ACIC) in Q4 2019, closing a stake of 10 shares.

Next Financial Group first reported a position in ACIC in Q2 2014 and held it in 7 quarters. The position peaked at $22K in Q4 2014. 115 funds tracked by Wall St. Rank hold ACIC as of Q4 2019.

  • Next Financial Group reported no remaining American Coastal Insurance position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 10 American Coastal Insurance shares in Q4 2019.
  • Next Financial Group first reported a position in American Coastal Insurance in Q2 2014 and held it in 7 quarters.
  • Next Financial Group's American Coastal Insurance position peaked at $22K in Q4 2014.
  • 115 funds tracked by Wall St. Rank held American Coastal Insurance as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.