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Barrington Strategic Wealth Management Group’s Intuit INTU Stock Holding History

Barrington Strategic Wealth Management Group’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$507K Sell
3,568
-40
-1% -$5.52K 0.26% 85
2017
Q2 		$479K Sell
3,608
-80
-2% -$10.4K 0.24% 89
2017
Q1 		$428K Sell
3,688
-2
-0.1% -$240 0.22% 90
2016
Q4 		$423K Buy
3,690
+35
+1% +$3.92K 0.23% 89
2016
Q3 		$402K Buy
+3,655
New +$409K 0.23% 89

Other funds holding INTU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barrington Strategic Wealth Management Group's INTU Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group reduced its Intuit (INTU) stake by 1.1% in Q3 2017, selling an estimated $5.52K and leaving 3,568 shares worth $507K. The position accounts for 0.26% of the portfolio, ranked #85.

Barrington Strategic Wealth Management Group first reported a position in INTU in Q3 2016 and has held it in 5 quarters since. 750 funds tracked by Wall St. Rank hold INTU as of Q3 2017.

  • Barrington Strategic Wealth Management Group held 3,568 shares of Intuit worth $507K as of Q3 2017.
  • Barrington Strategic Wealth Management Group sold 40 Intuit shares in Q3 2017, an estimated $5.52K.
  • Intuit made up 0.26% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #85 holding.
  • Barrington Strategic Wealth Management Group first reported a position in Intuit in Q3 2016 and has held it in 5 quarters since.
  • 750 funds tracked by Wall St. Rank held Intuit as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.