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Bellwether Investment Group’s Intuit INTU Stock Holding History

Bellwether Investment 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
Q2 		– Sell
-121
Closed -$14K – 321
2017
Q1 		$14K Buy
121
+107
+764% +$12.8K 0.04% 405
2016
Q4 		$2K Buy
+14
New +$1.57K ﹤0.01% 893
2016
Q2 		$2K Buy
+14
New +$1.46K ﹤0.01% 571

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bellwether Investment Group's INTU Position: Q2 2017 in Review

Bellwether Investment Group sold out of Intuit (INTU) in Q2 2017, closing a stake of 121 shares — an estimated $14K sold.

Bellwether Investment Group first reported a position in INTU in Q2 2016 and held it in 3 quarters. The position peaked at $14K in Q1 2017. 750 funds tracked by Wall St. Rank hold INTU as of Q2 2017.

  • Bellwether Investment Group reported no remaining Intuit position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 121 Intuit shares in Q2 2017, an estimated $14K.
  • Bellwether Investment Group first reported a position in Intuit in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Intuit position peaked at $14K in Q1 2017.
  • 750 funds tracked by Wall St. Rank held Intuit as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.