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Lake Point Wealth Management’s Cincinnati Financial CINF Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-60
Closed -$5K – 704
2018
Q4 		$5K Buy
+60
New +$4.67K ﹤0.01% 550

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 $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Lake Point Wealth Management's CINF Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Cincinnati Financial (CINF) in Q1 2019, closing a stake of 60 shares — an estimated $5K sold.

Lake Point Wealth Management first reported a position in CINF in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 559 funds tracked by Wall St. Rank hold CINF as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Cincinnati Financial position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 60 Cincinnati Financial shares in Q1 2019, an estimated $5K.
  • Lake Point Wealth Management first reported a position in Cincinnati Financial in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Cincinnati Financial position peaked at $5K in Q4 2018.
  • 559 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.