Boston Private Bank & Trust’s Intuit INTU Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$2.29M	Sell	23,664 -57,041	-71%	-$5.3M	0.11%	173
2014 Q4	$7.44M	Buy	80,705 +5,660	+8%	+$503K	0.34%	92
2014 Q3	$6.58M	Sell	75,045 -620	-0.8%	-$51.5K	0.32%	97
2014 Q2	$6.09M	Buy	75,665 +265	+0.4%	+$20.4K	0.3%	107
2014 Q1	$5.86M	Buy	75,400 +686	+0.9%	+$52.4K	0.3%	106
2013 Q4	$5.7M	Buy	74,714 +920	+1%	+$66.1K	0.28%	106
2013 Q3	$4.89M	Buy	73,794 +1,635	+2%	+$105K	0.27%	108
2013 Q2	$4.41M	Buy	+72,159	New	+$4.36M	0.26%	117

Other funds holding INTU

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Boston Private Bank & Trust's INTU Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Intuit (INTU) stake by 71% in Q1 2015, selling an estimated $5.3M and leaving 23,664 shares worth $2.29M. The position accounts for 0.11% of the portfolio, ranked #173.

Boston Private Bank & Trust first reported a position in INTU in Q2 2013 and has held it in 8 quarters since. The position peaked at $7.44M in Q4 2014. 603 funds tracked by Wall St. Rank hold INTU as of Q1 2015.

Boston Private Bank & Trust held 23,664 shares of Intuit worth $2.29M as of Q1 2015.
Boston Private Bank & Trust sold 57,041 Intuit shares in Q1 2015, an estimated $5.3M.
Intuit made up 0.11% of Boston Private Bank & Trust's portfolio in Q1 2015, its #173 holding.
Boston Private Bank & Trust first reported a position in Intuit in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Intuit position peaked at $7.44M in Q4 2014.
603 funds tracked by Wall St. Rank held Intuit as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.