Transform Wealth’s Cincinnati Financial CINF Stock Holding History

Transform Wealth’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	-5,200	Closed	-$446K	–	234
2019 Q1	$446K	Buy	+5,200	New	+$429K	0.08%	133

Other funds holding CINF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transform Wealth's CINF Position: Q2 2019 in Review

Transform Wealth sold out of Cincinnati Financial (CINF) in Q2 2019, closing a stake of 5,200 shares — an estimated $446K sold.

Transform Wealth first reported a position in CINF in Q1 2019 and held it in 1 quarter. The position peaked at $446K in Q1 2019. 586 funds tracked by Wall St. Rank hold CINF as of Q2 2019.

Transform Wealth reported no remaining Cincinnati Financial position as of Q2 2019 after selling out during the quarter.
Transform Wealth sold 5,200 Cincinnati Financial shares in Q2 2019, an estimated $446K.
Transform Wealth first reported a position in Cincinnati Financial in Q1 2019 and held it in 1 quarter.
Transform Wealth's Cincinnati Financial position peaked at $446K in Q1 2019.
586 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2019.

Based on Transform Wealth's 13F filing for Q2 2019, filed 30 Jul 2019.