WI
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WBI Investments’s American Coastal Insurance ACIC Stock Holding History

WBI Investments’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
-42,955
Closed -$650K – 277
2016
Q4 		$650K Buy
+42,955
New +$615K 0.03% 231

Other funds holding ACIC

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

WBI Investments's ACIC Position: Q1 2017 in Review

WBI Investments sold out of American Coastal Insurance (ACIC) in Q1 2017, closing a stake of 42,955 shares — an estimated $650K sold.

WBI Investments first reported a position in ACIC in Q4 2016 and held it in 1 quarter. The position peaked at $650K in Q4 2016. 133 funds tracked by Wall St. Rank hold ACIC as of Q1 2017.

  • WBI Investments reported no remaining American Coastal Insurance position as of Q1 2017 after selling out during the quarter.
  • WBI Investments sold 42,955 American Coastal Insurance shares in Q1 2017, an estimated $650K.
  • WBI Investments first reported a position in American Coastal Insurance in Q4 2016 and held it in 1 quarter.
  • WBI Investments's American Coastal Insurance position peaked at $650K in Q4 2016.
  • 133 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2017.

Based on WBI Investments's 13F filing for Q1 2017, filed 10 May 2017.