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WealthTrust-Arizona’s American Coastal Insurance ACIC Stock Holding History

WealthTrust-Arizona’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
2015
Q2 		– Sell
-1,000
Closed -$23K – 623
2015
Q1 		$23K Hold
1,000
– – 0.01% 251
2014
Q4 		$22K Hold
1,000
– – 0.02% 257
2014
Q3 		$15K Hold
1,000
– – 0.02% 337
2014
Q2 		$17K Buy
+1,000
New +$16.3K 0.02% 308

Other funds holding ACIC

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WealthTrust-Arizona's ACIC Position: Q2 2015 in Review

WealthTrust-Arizona sold out of American Coastal Insurance (ACIC) in Q2 2015, closing a stake of 1,000 shares — an estimated $23K sold.

WealthTrust-Arizona first reported a position in ACIC in Q2 2014 and held it in 4 quarters. The position peaked at $23K in Q1 2015. 129 funds tracked by Wall St. Rank hold ACIC as of Q2 2015.

  • WealthTrust-Arizona reported no remaining American Coastal Insurance position as of Q2 2015 after selling out during the quarter.
  • WealthTrust-Arizona sold 1,000 American Coastal Insurance shares in Q2 2015, an estimated $23K.
  • WealthTrust-Arizona first reported a position in American Coastal Insurance in Q2 2014 and held it in 4 quarters.
  • WealthTrust-Arizona's American Coastal Insurance position peaked at $23K in Q1 2015.
  • 129 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2015.

Based on WealthTrust-Arizona's 13F filing for Q2 2015, filed 20 Jul 2015.