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WFG Advisors’s American Coastal Insurance ACIC Stock Holding History

WFG 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
2016
Q3 		– Sell
-22
Closed – – 1559
2016
Q2 		$0 Hold
22
– – ﹤0.01% 1554
2016
Q1 		$0 Buy
22
+8
+57% +$134 ﹤0.01% 1522
2015
Q4 		$0 Buy
+14
New +$241 ﹤0.01% 1558
2015
Q3 		– Sell
-1,900
Closed -$30K – 1598
2015
Q2 		$30K Buy
+1,900
New +$32.7K 0.01% 863

Other funds holding ACIC

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

WFG Advisors's ACIC Position: Q3 2016 in Review

WFG Advisors sold out of American Coastal Insurance (ACIC) in Q3 2016, closing a stake of 22 shares.

WFG Advisors first reported a position in ACIC in Q2 2015 and held it in 4 quarters. The position peaked at $30K in Q2 2015. 131 funds tracked by Wall St. Rank hold ACIC as of Q3 2016.

  • WFG Advisors reported no remaining American Coastal Insurance position as of Q3 2016 after selling out during the quarter.
  • WFG Advisors sold 22 American Coastal Insurance shares in Q3 2016.
  • WFG Advisors first reported a position in American Coastal Insurance in Q2 2015 and held it in 4 quarters.
  • WFG Advisors's American Coastal Insurance position peaked at $30K in Q2 2015.
  • 131 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.