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Cornerstone Wealth Management’s Cincinnati Financial CINF Stock Holding History

Cornerstone Wealth Management’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
2018
Q1 		$345K Buy
4,762
+1,014
+27% +$75.8K 0.07% 275
2017
Q4 		$273K Buy
+3,748
New +$279K 0.05% 318
2017
Q1 		– Sell
-4,045
Closed -$307K – 343
2016
Q4 		$307K Sell
4,045
-327
-7% -$24.3K 0.1% 205
2016
Q3 		$323K Buy
+4,372
New +$331K 0.12% 168

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cornerstone Wealth Management's CINF Position: Q1 2018 in Review

Cornerstone Wealth Management increased its Cincinnati Financial (CINF) stake by 27% in Q1 2018, buying an estimated $75.8K and bringing the position to 4,762 shares worth $345K. The position accounts for 0.07% of the portfolio, ranked #275.

Cornerstone Wealth Management first reported a position in CINF in Q3 2016 and has held it in 4 quarters since. 507 funds tracked by Wall St. Rank hold CINF as of Q1 2018.

  • Cornerstone Wealth Management held 4,762 shares of Cincinnati Financial worth $345K as of Q1 2018.
  • Cornerstone Wealth Management bought 1,014 Cincinnati Financial shares in Q1 2018, an estimated $75.8K.
  • Cincinnati Financial made up 0.07% of Cornerstone Wealth Management's portfolio in Q1 2018, its #275 holding.
  • Cornerstone Wealth Management first reported a position in Cincinnati Financial in Q3 2016 and has held it in 4 quarters since.
  • 507 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.