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Concert Wealth Management’s Intuit INTU Stock Holding History

Concert Wealth Management’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
Q1 		– Sell
-1,892
Closed -$219K – 500
2016
Q4 		$219K Sell
1,892
-67
-3% -$7.5K 0.05% 434
2016
Q3 		$217K Sell
1,959
-155
-7% -$17.3K 0.03% 614
2016
Q2 		$238K Buy
2,114
+147
+7% +$15.4K 0.03% 542
2016
Q1 		$204K Buy
+1,967
New +$190K 0.03% 585

Other funds holding INTU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Concert Wealth Management's INTU Position: Q1 2017 in Review

Concert Wealth Management sold out of Intuit (INTU) in Q1 2017, closing a stake of 1,892 shares — an estimated $219K sold.

Concert Wealth Management first reported a position in INTU in Q1 2016 and held it in 4 quarters. The position peaked at $238K in Q2 2016. 726 funds tracked by Wall St. Rank hold INTU as of Q1 2017.

  • Concert Wealth Management reported no remaining Intuit position as of Q1 2017 after selling out during the quarter.
  • Concert Wealth Management sold 1,892 Intuit shares in Q1 2017, an estimated $219K.
  • Concert Wealth Management first reported a position in Intuit in Q1 2016 and held it in 4 quarters.
  • Concert Wealth Management's Intuit position peaked at $238K in Q2 2016.
  • 726 funds tracked by Wall St. Rank held Intuit as of Q1 2017.

Based on Concert Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.