Constellation Investments’s Intuit INTU Stock Holding History

Constellation Investments’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
2016 Q1	$1.29M	Sell	12,405 -50	-0.4%	-$4.83K	0.24%	88
2015 Q4	$1.2M	Sell	12,455 -450	-3%	-$43.5K	0.22%	98
2015 Q3	$1.15M	Buy	12,905 +150	+1%	+$14.6K	0.24%	91
2015 Q2	$1.28M	Hold	12,755	–	–	0.25%	91
2015 Q1	$1.24M	Hold	12,755	–	–	0.24%	94
2014 Q4	$1.18M	Buy	12,755 +450	+4%	+$40K	0.24%	98
2014 Q3	$1.08M	Buy	12,305 +75	+0.6%	+$6.23K	0.24%	96
2014 Q2	$985K	Sell	12,230 -75	-0.6%	-$5.79K	0.23%	101
2014 Q1	$956K	Buy	12,305 +525	+4%	+$40.1K	0.23%	98
2013 Q4	$899K	Buy	11,780 +250	+2%	+$18K	0.23%	96
2013 Q3	$765K	Buy	11,530 +1,025	+10%	+$66.1K	0.23%	102
2013 Q2	$641K	Buy	+10,505	New	+$635K	0.22%	100

Other funds holding INTU

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCIM

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

BFA

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

Constellation Investments's INTU Position: Q1 2016 in Review

Constellation Investments reduced its Intuit (INTU) stake by 0.4% in Q1 2016, selling an estimated $4.83K and leaving 12,405 shares worth $1.29M. The position accounts for 0.24% of the portfolio, ranked #88.

Constellation Investments first reported a position in INTU in Q2 2013 and has held it in 12 quarters since. 630 funds tracked by Wall St. Rank hold INTU as of Q1 2016.

Constellation Investments held 12,405 shares of Intuit worth $1.29M as of Q1 2016.
Constellation Investments sold 50 Intuit shares in Q1 2016, an estimated $4.83K.
Intuit made up 0.24% of Constellation Investments's portfolio in Q1 2016, its #88 holding.
Constellation Investments first reported a position in Intuit in Q2 2013 and has held it in 12 quarters since.
630 funds tracked by Wall St. Rank held Intuit as of Q1 2016.

Based on Constellation Investments's 13F filing for Q1 2016, filed 28 Apr 2016.