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CT Financial Advisors’s Intuit INTU Stock Holding History

CT Financial Advisors’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 		$34.8K Hold
300
– – 0.02% 302
2016
Q4 		$34.4K Hold
300
– – 0.02% 303
2016
Q3 		$33K Hold
300
– – 0.02% 305
2016
Q2 		$33.5K Hold
300
– – 0.02% 307
2016
Q1 		$31.2K Hold
300
– – 0.02% 332
2015
Q4 		$28.9K Hold
300
– – 0.02% 345
2015
Q3 		$26.6K Hold
300
– – 0.02% 356
2015
Q2 		$30.2K Hold
300
– – 0.02% 352
2015
Q1 		$29.1K Hold
300
– – 0.02% 355
2014
Q4 		$27.7K Buy
+300
New +$26.7K 0.02% 291
2014
Q1 		$29.1K Buy
+300
New +$22.9K 0.02% 355

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

CT Financial Advisors's INTU Position: Q1 2017 in Review

CT Financial Advisors held its Intuit (INTU) position steady in Q1 2017 at 300 shares worth $34.8K. The position accounts for 0.02% of the portfolio, ranked #302.

CT Financial Advisors first reported a position in INTU in Q1 2014 and has held it in 11 quarters since. 726 funds tracked by Wall St. Rank hold INTU as of Q1 2017.

  • CT Financial Advisors held 300 shares of Intuit worth $34.8K as of Q1 2017.
  • CT Financial Advisors left its Intuit share count unchanged in Q1 2017.
  • Intuit made up 0.02% of CT Financial Advisors's portfolio in Q1 2017, its #302 holding.
  • CT Financial Advisors first reported a position in Intuit in Q1 2014 and has held it in 11 quarters since.
  • 726 funds tracked by Wall St. Rank held Intuit as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.