United Capital Financial Advisors’s American Coastal Insurance ACIC Stock Holding History

United Capital Financial 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
2020 Q1	–	Sell	-303,012	Closed	-$3.82M	–	1184
2019 Q4	$3.82M	Hold	303,012	–	–	0.02%	472
2019 Q3	$4.24M	Sell	303,012 -1,260	-0.4%	-$16.2K	0.03%	446
2019 Q2	$4.34M	Buy	304,272 +1,260	+0.4%	+$18.8K	0.03%	449
2019 Q1	$4.82M	Hold	303,012	–	–	0.03%	427
2018 Q4	$5.04M	Sell	303,012 -46,500	-13%	-$885K	0.04%	373
2018 Q3	$7.82M	Buy	+349,512	New	+$7.21M	0.06%	348

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Capital Financial Advisors's ACIC Position: Q1 2020 in Review

United Capital Financial Advisors sold out of American Coastal Insurance (ACIC) in Q1 2020, closing a stake of 303,012 shares — an estimated $3.82M sold.

United Capital Financial Advisors first reported a position in ACIC in Q3 2018 and held it in 6 quarters. The position peaked at $7.82M in Q3 2018. 106 funds tracked by Wall St. Rank hold ACIC as of Q1 2020.

United Capital Financial Advisors reported no remaining American Coastal Insurance position as of Q1 2020 after selling out during the quarter.
United Capital Financial Advisors sold 303,012 American Coastal Insurance shares in Q1 2020, an estimated $3.82M.
United Capital Financial Advisors first reported a position in American Coastal Insurance in Q3 2018 and held it in 6 quarters.
United Capital Financial Advisors's American Coastal Insurance position peaked at $7.82M in Q3 2018.
106 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.