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CLA (CliftonLarsonAllen) Wealth Advisors’s Cincinnati Financial CINF Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio CINF Stock Details CINF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-10,708
Closed -$820K – 128
2017
Q3 		$820K Buy
10,708
+207
+2% +$15.7K 0.09% 106
2017
Q2 		$761K Buy
+10,501
New +$745K 0.09% 104

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's CINF Position: Q4 2017 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Cincinnati Financial (CINF) in Q4 2017, closing a stake of 10,708 shares — an estimated $820K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in CINF in Q2 2017 and held it in 2 quarters. The position peaked at $820K in Q3 2017. 499 funds tracked by Wall St. Rank hold CINF as of Q4 2017.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Cincinnati Financial position as of Q4 2017 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 10,708 Cincinnati Financial shares in Q4 2017, an estimated $820K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Cincinnati Financial in Q2 2017 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Cincinnati Financial position peaked at $820K in Q3 2017.
  • 499 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2017.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2017, filed 31 Jan 2018.