Emerson Investment Management’s Intuit INTU Stock Holding History

Emerson Investment 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
2015 Q4	–	Sell	-40,907	Closed	-$3.63M	–	133
2015 Q3	$3.63M	Buy	40,907 +2,391	+6%	+$232K	0.73%	58
2015 Q2	$3.88M	Sell	38,516 -2,880	-7%	-$294K	0.73%	57
2015 Q1	$4.01M	Sell	41,396 -5,080	-11%	-$472K	0.73%	55
2014 Q4	$4.29M	Buy	46,476 +7,015	+18%	+$624K	0.83%	47
2014 Q3	$3.46M	Sell	39,461 -32,825	-45%	-$2.73M	0.68%	53
2014 Q2	$5.82M	Sell	72,286 -3,922	-5%	-$303K	1.14%	32
2014 Q1	$5.92M	Buy	76,208 +2,385	+3%	+$182K	1.22%	30
2013 Q4	$5.63M	Sell	73,823 -857	-1%	-$61.6K	1.19%	33
2013 Q3	$4.95M	Sell	74,680 -390	-0.5%	-$25.1K	1.11%	36
2013 Q2	$4.58M	Buy	+75,070	New	+$4.54M	1.06%	35

Other funds holding INTU

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Emerson Investment Management's INTU Position: Q4 2015 in Review

Emerson Investment Management sold out of Intuit (INTU) in Q4 2015, closing a stake of 40,907 shares — an estimated $3.63M sold.

Emerson Investment Management first reported a position in INTU in Q2 2013 and held it in 10 quarters. The position peaked at $5.92M in Q1 2014. 631 funds tracked by Wall St. Rank hold INTU as of Q4 2015.

Emerson Investment Management reported no remaining Intuit position as of Q4 2015 after selling out during the quarter.
Emerson Investment Management sold 40,907 Intuit shares in Q4 2015, an estimated $3.63M.
Emerson Investment Management first reported a position in Intuit in Q2 2013 and held it in 10 quarters.
Emerson Investment Management's Intuit position peaked at $5.92M in Q1 2014.
631 funds tracked by Wall St. Rank held Intuit as of Q4 2015.

Based on Emerson Investment Management's 13F filing for Q4 2015, filed 8 Feb 2016.