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SFWA
Summit Financial Wealth Advisors’s
Cincinnati Financial
CINF
Stock Holding History
Summit Financial Wealth Advisors’s Portfolio
CINF Stock Details
CINF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q3
–
Sell
-40,628
Closed
-$2.94M
–
141
2017
Q2
$2.94M
Buy
40,628
+1,761
+5%
+$125K
1.16%
26
2017
Q1
$2.81M
Buy
38,867
+7,652
+25%
+$555K
1.23%
26
2016
Q4
$2.37M
Sell
31,215
-6,865
-18%
-$511K
1.04%
32
2016
Q3
$2.87M
Sell
38,080
-2,335
-6%
-$177K
1.24%
30
2016
Q2
$3.03M
Buy
40,415
+380
+0.9%
+$25.8K
1.26%
28
2016
Q1
$2.62M
Sell
40,035
-110
-0.3%
-$6.7K
1.14%
29
2015
Q4
$2.38M
Buy
40,145
+1,925
+5%
+$114K
1.09%
32
2015
Q3
$2.06M
Buy
38,220
+575
+2%
+$30.9K
1.33%
25
2015
Q2
$1.89M
Buy
37,645
+270
+0.7%
+$13.9K
1.17%
30
2015
Q1
$1.89M
Buy
37,375
+800
+2%
+$41.9K
1.28%
28
2014
Q4
$1.9M
Buy
+36,575
New
+$1.83M
1.32%
27
Other funds holding CINF
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LCOV
London Company of Virginia
Richmond, Virginia
$16.2B AUM
17.5%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
Select Equity Group
New York
$18.8B AUM
17.33%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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