Integrated Wealth Management (Palm Desert)’s Cincinnati Financial CINF Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-117	Closed	-$9K	–	361
2016 Q3	$9K	Hold	117	–	–	﹤0.01%	779
2016 Q2	$9K	Hold	117	–	–	﹤0.01%	780
2016 Q1	$8K	Hold	117	–	–	﹤0.01%	748
2015 Q4	$7K	Hold	117	–	–	﹤0.01%	851
2015 Q3	$6K	Hold	117	–	–	﹤0.01%	881
2015 Q2	$6K	Hold	117	–	–	﹤0.01%	902
2015 Q1	$6K	Buy	+117	New	+$6.13K	﹤0.01%	882

Other funds holding CINF

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

LCOV

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Integrated Wealth Management (Palm Desert)'s CINF Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Cincinnati Financial (CINF) in Q4 2016, closing a stake of 117 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CINF in Q1 2015 and held it in 7 quarters. The position peaked at $9K in Q3 2016. 513 funds tracked by Wall St. Rank hold CINF as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Cincinnati Financial position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 117 Cincinnati Financial shares in Q4 2016, an estimated $9K.
Integrated Wealth Management (Palm Desert) first reported a position in Cincinnati Financial in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Cincinnati Financial position peaked at $9K in Q3 2016.
513 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.