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Counsel Portfolio Services’s Intuit INTU Stock Holding History

Counsel Portfolio Services’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
Q4 		– Sell
-2,700
Closed -$240K – 272
2015
Q3 		$240K Hold
2,700
– – 0.03% 244
2015
Q2 		$272K Hold
2,700
– – 0.03% 276
2015
Q1 		$262K Hold
2,700
– – 0.03% 277
2014
Q4 		$249K Buy
+2,700
New +$240K 0.03% 269

Other funds holding INTU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Counsel Portfolio Services's INTU Position: Q4 2015 in Review

Counsel Portfolio Services sold out of Intuit (INTU) in Q4 2015, closing a stake of 2,700 shares — an estimated $240K sold.

Counsel Portfolio Services first reported a position in INTU in Q4 2014 and held it in 4 quarters. The position peaked at $272K in Q2 2015. 630 funds tracked by Wall St. Rank hold INTU as of Q4 2015.

  • Counsel Portfolio Services reported no remaining Intuit position as of Q4 2015 after selling out during the quarter.
  • Counsel Portfolio Services sold 2,700 Intuit shares in Q4 2015, an estimated $240K.
  • Counsel Portfolio Services first reported a position in Intuit in Q4 2014 and held it in 4 quarters.
  • Counsel Portfolio Services's Intuit position peaked at $272K in Q2 2015.
  • 630 funds tracked by Wall St. Rank held Intuit as of Q4 2015.

Based on Counsel Portfolio Services's 13F filing for Q4 2015, filed 12 Feb 2016.