Evercore Wealth Management’s Cincinnati Financial CINF Stock Holding History

Evercore 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
2017 Q1	–	Sell	-15	Closed	-$1K	–	991
2016 Q4	$1K	Sell	15 -1,672	-99%	-$124K	﹤0.01%	968
2016 Q3	$127K	Hold	1,687	–	–	0.01%	445
2016 Q2	$126K	Buy	1,687 +1,128	+202%	+$76.5K	0.01%	427
2016 Q1	$37K	Buy	+559	New	+$34K	﹤0.01%	625
2015 Q3	–	Sell	-148	Closed	-$7K	–	962
2015 Q2	$7K	Buy	+148	New	+$7.63K	﹤0.01%	955

Other funds holding CINF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Evercore Wealth Management's CINF Position: Q1 2017 in Review

Evercore Wealth Management sold out of Cincinnati Financial (CINF) in Q1 2017, closing a stake of 15 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in CINF in Q2 2015 and held it in 5 quarters. The position peaked at $127K in Q3 2016. 475 funds tracked by Wall St. Rank hold CINF as of Q1 2017.

Evercore Wealth Management reported no remaining Cincinnati Financial position as of Q1 2017 after selling out during the quarter.
Evercore Wealth Management sold 15 Cincinnati Financial shares in Q1 2017, an estimated $1K.
Evercore Wealth Management first reported a position in Cincinnati Financial in Q2 2015 and held it in 5 quarters.
Evercore Wealth Management's Cincinnati Financial position peaked at $127K in Q3 2016.
475 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.