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Smith & Howard Wealth Management’s Cincinnati Financial CINF Stock Holding History

Smith & Howard 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
2014
Q1 		– Sell
-321
Closed -$17K – 64
2013
Q4 		$17K Buy
+321
New +$16.2K 0.01% 177

Other funds holding CINF

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Smith & Howard Wealth Management's CINF Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Cincinnati Financial (CINF) in Q1 2014, closing a stake of 321 shares — an estimated $17K sold.

Smith & Howard Wealth Management first reported a position in CINF in Q4 2013 and held it in 1 quarter. The position peaked at $17K in Q4 2013. 390 funds tracked by Wall St. Rank hold CINF as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Cincinnati Financial position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 321 Cincinnati Financial shares in Q1 2014, an estimated $17K.
  • Smith & Howard Wealth Management first reported a position in Cincinnati Financial in Q4 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Cincinnati Financial position peaked at $17K in Q4 2013.
  • 390 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.