YorkBridge Wealth Partners’s Cincinnati Financial CINF Stock Holding History

YorkBridge Wealth 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
2017 Q4	–	Sell	-210	Closed	-$16K	–	872
2017 Q3	$16K	Hold	210	–	–	0.01%	571
2017 Q2	$15K	Hold	210	–	–	0.01%	572
2017 Q1	$15K	Buy	+210	New	+$15.2K	0.01%	566

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

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

YorkBridge Wealth Partners's CINF Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of Cincinnati Financial (CINF) in Q4 2017, closing a stake of 210 shares — an estimated $16K sold.

YorkBridge Wealth Partners first reported a position in CINF in Q1 2017 and held it in 3 quarters. The position peaked at $16K in Q3 2017. 499 funds tracked by Wall St. Rank hold CINF as of Q4 2017.

YorkBridge Wealth Partners reported no remaining Cincinnati Financial position as of Q4 2017 after selling out during the quarter.
YorkBridge Wealth Partners sold 210 Cincinnati Financial shares in Q4 2017, an estimated $16K.
YorkBridge Wealth Partners first reported a position in Cincinnati Financial in Q1 2017 and held it in 3 quarters.
YorkBridge Wealth Partners's Cincinnati Financial position peaked at $16K in Q3 2017.
499 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.