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Summit Trail Advisors’s American Coastal Insurance ACIC Stock Holding History

Summit Trail Advisors’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
Q1 		– Sell
-28
Closed -$1K – 426
2017
Q4 		$1K Buy
+28
New +$454 ﹤0.01% 1737

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Summit Trail Advisors's ACIC Position: Q1 2018 in Review

Summit Trail Advisors sold out of American Coastal Insurance (ACIC) in Q1 2018, closing a stake of 28 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in ACIC in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 118 funds tracked by Wall St. Rank hold ACIC as of Q1 2018.

  • Summit Trail Advisors reported no remaining American Coastal Insurance position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 28 American Coastal Insurance shares in Q1 2018, an estimated $1K.
  • Summit Trail Advisors first reported a position in American Coastal Insurance in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's American Coastal Insurance position peaked at $1K in Q4 2017.
  • 118 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.