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Elite Wealth Management’s Intuit INTU Stock Holding History

Elite 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
2014
Q1 		– Sell
-77
Closed -$6K – 499
2013
Q4 		$6K Buy
77
+34
+79% +$2.44K ﹤0.01% 426
2013
Q3 		$3K Hold
43
– – ﹤0.01% 370
2013
Q2 		$3K Buy
+43
New +$2.6K ﹤0.01% 269

Other funds holding INTU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Elite Wealth Management's INTU Position: Q1 2014 in Review

Elite Wealth Management sold out of Intuit (INTU) in Q1 2014, closing a stake of 77 shares — an estimated $6K sold.

Elite Wealth Management first reported a position in INTU in Q2 2013 and held it in 3 quarters. The position peaked at $6K in Q4 2013. 557 funds tracked by Wall St. Rank hold INTU as of Q1 2014.

  • Elite Wealth Management reported no remaining Intuit position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 77 Intuit shares in Q1 2014, an estimated $6K.
  • Elite Wealth Management first reported a position in Intuit in Q2 2013 and held it in 3 quarters.
  • Elite Wealth Management's Intuit position peaked at $6K in Q4 2013.
  • 557 funds tracked by Wall St. Rank held Intuit as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.