WMS Partners’s Cincinnati Financial CINF Stock Holding History

WMS Partners’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 Q4	–	Sell	-2,088	Closed	-$244K	–	224
2019 Q3	$244K	Sell	2,088 -100	-5%	-$11K	0.06%	195
2019 Q2	$227K	Buy	+2,188	New	+$210K	0.06%	195

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WMS Partners's CINF Position: Q4 2019 in Review

WMS Partners sold out of Cincinnati Financial (CINF) in Q4 2019, closing a stake of 2,088 shares — an estimated $244K sold.

WMS Partners first reported a position in CINF in Q2 2019 and held it in 2 quarters. The position peaked at $244K in Q3 2019. 619 funds tracked by Wall St. Rank hold CINF as of Q4 2019.

WMS Partners reported no remaining Cincinnati Financial position as of Q4 2019 after selling out during the quarter.
WMS Partners sold 2,088 Cincinnati Financial shares in Q4 2019, an estimated $244K.
WMS Partners first reported a position in Cincinnati Financial in Q2 2019 and held it in 2 quarters.
WMS Partners's Cincinnati Financial position peaked at $244K in Q3 2019.
619 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2019.

Based on WMS Partners's 13F filing for Q4 2019, filed 13 Feb 2020.