Northwestern Mutual Wealth Management’s American Coastal Insurance ACIC Stock Holding History

Northwestern Mutual Wealth Management’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
2018 Q2	–	Sell	-5,000	Closed	-$96K	–	2347
2018 Q1	$96K	Sell	5,000 -6,299	-56%	-$121K	﹤0.01%	965
2017 Q4	$195K	Sell	11,299 -1,000	-8%	-$16.2K	﹤0.01%	728
2017 Q3	$200K	Hold	12,299	–	–	﹤0.01%	680
2017 Q2	$193K	Hold	12,299	–	–	﹤0.01%	678
2017 Q1	$196K	Hold	12,299	–	–	﹤0.01%	651
2016 Q4	$186K	Buy	+12,299	New	+$176K	﹤0.01%	663
2015 Q4	–	Sell	-3,000	Closed	-$39K	–	1553
2015 Q3	$39K	Hold	3,000	–	–	﹤0.01%	757
2015 Q2	$47K	Buy	+3,000	New	+$51.7K	﹤0.01%	689

Other funds holding ACIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

SCM

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

Northwestern Mutual Wealth Management's ACIC Position: Q2 2018 in Review

Northwestern Mutual Wealth Management sold out of American Coastal Insurance (ACIC) in Q2 2018, closing a stake of 5,000 shares — an estimated $96K sold.

Northwestern Mutual Wealth Management first reported a position in ACIC in Q2 2015 and held it in 8 quarters. The position peaked at $200K in Q3 2017. 114 funds tracked by Wall St. Rank hold ACIC as of Q2 2018.

Northwestern Mutual Wealth Management reported no remaining American Coastal Insurance position as of Q2 2018 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 5,000 American Coastal Insurance shares in Q2 2018, an estimated $96K.
Northwestern Mutual Wealth Management first reported a position in American Coastal Insurance in Q2 2015 and held it in 8 quarters.
Northwestern Mutual Wealth Management's American Coastal Insurance position peaked at $200K in Q3 2017.
114 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.