First Western Capital Management’s Intuit INTU Stock Holding History

First Western Capital 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
2018 Q1	–	Sell	-17,863	Closed	-$2.82M	–	61
2017 Q4	$2.82M	Sell	17,863 -87	-0.5%	-$13.3K	1.6%	30
2017 Q3	$2.55M	Sell	17,950 -800	-4%	-$110K	1.55%	31
2017 Q2	$2.49M	Sell	18,750 -401	-2%	-$52K	1.5%	32
2017 Q1	$2.22M	Sell	19,151 -1,082	-5%	-$130K	1.34%	37
2016 Q4	$2.32M	Sell	20,233 -34,174	-63%	-$3.83M	1.26%	33
2016 Q3	$5.99M	Sell	54,407 -1,558	-3%	-$174K	2.33%	4
2016 Q2	$6.25M	Sell	55,965 -463	-0.8%	-$48.4K	2.28%	4
2016 Q1	$5.87M	Buy	56,428 +33,093	+142%	+$3.2M	2.08%	9
2015 Q4	$2.25M	Sell	23,335 -68	-0.3%	-$6.57K	0.7%	62
2015 Q3	$2.08M	Buy	23,403 +2,429	+12%	+$236K	0.69%	68
2015 Q2	$2.11M	Sell	20,974 -3,626	-15%	-$370K	0.68%	65
2015 Q1	$2.38M	Sell	24,600 -3,317	-12%	-$308K	0.72%	62
2014 Q4	$2.57M	Buy	27,917 +132	+0.5%	+$11.7K	0.76%	52
2014 Q3	$2.44M	Sell	27,785 -250	-0.9%	-$20.8K	0.72%	53
2014 Q2	$2.26M	Sell	28,035 -151	-0.5%	-$11.6K	0.74%	57
2014 Q1	$2.19M	Buy	28,186 +345	+1%	+$26.3K	0.77%	45
2013 Q4	$2.13M	Buy	+27,841	New	+$2M	0.74%	46

Other funds holding INTU

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

TCIM

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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Western Capital Management's INTU Position: Q1 2018 in Review

First Western Capital Management sold out of Intuit (INTU) in Q1 2018, closing a stake of 17,863 shares — an estimated $2.82M sold.

First Western Capital Management first reported a position in INTU in Q4 2013 and held it in 17 quarters. The position peaked at $6.25M in Q2 2016. 794 funds tracked by Wall St. Rank hold INTU as of Q1 2018.

First Western Capital Management reported no remaining Intuit position as of Q1 2018 after selling out during the quarter.
First Western Capital Management sold 17,863 Intuit shares in Q1 2018, an estimated $2.82M.
First Western Capital Management first reported a position in Intuit in Q4 2013 and held it in 17 quarters.
First Western Capital Management's Intuit position peaked at $6.25M in Q2 2016.
794 funds tracked by Wall St. Rank held Intuit as of Q1 2018.

Based on First Western Capital Management's 13F filing for Q1 2018, filed 14 May 2018.