MWM
CINF icon

Mascoma Wealth Management’s Cincinnati Financial CINF Stock Holding History

Mascoma 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
Q2 		– Sell
-45
Closed -$4K – 385
2019
Q1 		$4K Buy
+45
New +$3.71K ﹤0.01% 309

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
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
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

Mascoma Wealth Management's CINF Position: Q2 2019 in Review

Mascoma Wealth Management sold out of Cincinnati Financial (CINF) in Q2 2019, closing a stake of 45 shares — an estimated $4K sold.

Mascoma Wealth Management first reported a position in CINF in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 586 funds tracked by Wall St. Rank hold CINF as of Q2 2019.

  • Mascoma Wealth Management reported no remaining Cincinnati Financial position as of Q2 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 45 Cincinnati Financial shares in Q2 2019, an estimated $4K.
  • Mascoma Wealth Management first reported a position in Cincinnati Financial in Q1 2019 and held it in 1 quarter.
  • Mascoma Wealth Management's Cincinnati Financial position peaked at $4K in Q1 2019.
  • 586 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2019.

Based on Mascoma Wealth Management's 13F filing for Q2 2019, filed 29 Jul 2019.