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Wealthspire Advisors (Maryland)’s Cincinnati Financial CINF Stock Holding History

Wealthspire Advisors (Maryland)’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
-1,590
Closed -$137K – 745
2019
Q1 		$137K Sell
1,590
-277
-15% -$22.9K 0.01% 539
2018
Q4 		$145K Sell
1,867
-66
-3% -$5.13K 0.01% 489
2018
Q3 		$148K Sell
1,933
-398
-17% -$29.6K 0.01% 543
2018
Q2 		$156K Sell
2,331
-789
-25% -$56.1K 0.01% 536
2018
Q1 		$232K Sell
3,120
-1,960
-39% -$147K 0.02% 424
2017
Q4 		$381K Sell
5,080
-9
-0.2% -$670 0.04% 318
2017
Q3 		$390K Sell
5,089
-929
-15% -$70.6K 0.04% 294
2017
Q2 		$436K Buy
6,018
+1,469
+32% +$104K 0.05% 253
2017
Q1 		$329K Buy
4,549
+4,196
+1,189% +$304K 0.05% 268
2016
Q4 		$27K Buy
353
+34
+11% +$2.53K ﹤0.01% 936
2016
Q3 		$24K Sell
319
-960
-75% -$72.7K ﹤0.01% 1003
2016
Q2 		$96K Sell
1,279
-11
-0.9% -$746 0.02% 540
2016
Q1 		$84K Buy
1,290
+1,146
+796% +$69.8K 0.01% 564
2015
Q4 		$9K Buy
+144
New +$8.53K ﹤0.01% 1215

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CINF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Cincinnati Financial (CINF) in Q2 2019, closing a stake of 1,590 shares — an estimated $137K sold.

Wealthspire Advisors (Maryland) first reported a position in CINF in Q4 2015 and held it in 14 quarters. The position peaked at $436K in Q2 2017. 586 funds tracked by Wall St. Rank hold CINF as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Cincinnati Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,590 Cincinnati Financial shares in Q2 2019, an estimated $137K.
  • Wealthspire Advisors (Maryland) first reported a position in Cincinnati Financial in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Cincinnati Financial position peaked at $436K in Q2 2017.
  • 586 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.