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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
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
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 $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Financial Wealth Advisors's CINF Position: Q3 2017 in Review

Summit Financial Wealth Advisors sold out of Cincinnati Financial (CINF) in Q3 2017, closing a stake of 40,628 shares — an estimated $2.94M sold.

Summit Financial Wealth Advisors first reported a position in CINF in Q4 2014 and held it in 11 quarters. The position peaked at $3.03M in Q2 2016. 469 funds tracked by Wall St. Rank hold CINF as of Q3 2017.

  • Summit Financial Wealth Advisors reported no remaining Cincinnati Financial position as of Q3 2017 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 40,628 Cincinnati Financial shares in Q3 2017, an estimated $2.94M.
  • Summit Financial Wealth Advisors first reported a position in Cincinnati Financial in Q4 2014 and held it in 11 quarters.
  • Summit Financial Wealth Advisors's Cincinnati Financial position peaked at $3.03M in Q2 2016.
  • 469 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2017.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.