Polaris Wealth Advisory Group’s Cincinnati Financial CINF Stock Holding History

Polaris Wealth Advisory Group’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 Q3	–	Sell	-227,345	Closed	-$16.9M	–	514
2018 Q2	$16.9M	Sell	227,345 -137	-0.1%	-$9.73K	1.43%	33
2018 Q1	$16.9M	Buy	227,482 +19,741	+10%	+$1.48M	1.38%	33
2017 Q4	$15.6M	Buy	207,741 +9,282	+5%	+$691K	1.28%	36
2017 Q3	$15.2M	Buy	198,459 +510	+0.3%	+$38.8K	1.34%	35
2017 Q2	$14.3M	Buy	197,949 +5,000	+3%	+$355K	1.63%	31
2017 Q1	$13.9M	Buy	192,949 +6,557	+4%	+$475K	1.52%	35
2016 Q4	$14.1M	Sell	186,392 -6,171	-3%	-$459K	1.64%	29
2016 Q3	$14.5M	Buy	192,563 +7,083	+4%	+$536K	1.74%	29
2016 Q2	$13.9M	Buy	185,480 +22,448	+14%	+$1.52M	2.16%	22
2016 Q1	$10.7M	Buy	+163,032	New	+$9.92M	1.67%	31

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polaris Wealth Advisory Group's CINF Position: Q3 2018 in Review

Polaris Wealth Advisory Group sold out of Cincinnati Financial (CINF) in Q3 2018, closing a stake of 227,345 shares — an estimated $16.9M sold.

Polaris Wealth Advisory Group first reported a position in CINF in Q1 2016 and held it in 10 quarters. The position peaked at $16.9M in Q1 2018. 492 funds tracked by Wall St. Rank hold CINF as of Q3 2018.

Polaris Wealth Advisory Group reported no remaining Cincinnati Financial position as of Q3 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 227,345 Cincinnati Financial shares in Q3 2018, an estimated $16.9M.
Polaris Wealth Advisory Group first reported a position in Cincinnati Financial in Q1 2016 and held it in 10 quarters.
Polaris Wealth Advisory Group's Cincinnati Financial position peaked at $16.9M in Q1 2018.
492 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2018, filed 19 Oct 2018.