Buffington Mohr McNeal’s Intuit INTU Stock Holding History

Buffington Mohr McNeal’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	–	Sell	-2,784	Closed	-$370K	–	127
2017 Q2	$370K	Hold	2,784	–	–	0.15%	110
2017 Q1	$323K	Hold	2,784	–	–	0.14%	94
2016 Q4	$319K	Hold	2,784	–	–	0.12%	99
2016 Q3	$306K	Hold	2,784	–	–	0.13%	99
2016 Q2	$311K	Hold	2,784	–	–	0.14%	102
2016 Q1	$289K	Buy	+2,784	New	+$269K	0.13%	110

Other funds holding INTU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Buffington Mohr McNeal's INTU Position: Q3 2017 in Review

Buffington Mohr McNeal sold out of Intuit (INTU) in Q3 2017, closing a stake of 2,784 shares — an estimated $370K sold.

Buffington Mohr McNeal first reported a position in INTU in Q1 2016 and held it in 6 quarters. The position peaked at $370K in Q2 2017. 750 funds tracked by Wall St. Rank hold INTU as of Q3 2017.

Buffington Mohr McNeal reported no remaining Intuit position as of Q3 2017 after selling out during the quarter.
Buffington Mohr McNeal sold 2,784 Intuit shares in Q3 2017, an estimated $370K.
Buffington Mohr McNeal first reported a position in Intuit in Q1 2016 and held it in 6 quarters.
Buffington Mohr McNeal's Intuit position peaked at $370K in Q2 2017.
750 funds tracked by Wall St. Rank held Intuit as of Q3 2017.

Based on Buffington Mohr McNeal's 13F filing for Q3 2017, filed 30 Oct 2017.