Focused Wealth Management’s Intuit INTU Stock Holding History

Focused 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
2017 Q4	–	Sell	-600	Closed	-$85K	–	713
2017 Q3	$85K	Hold	600	–	–	0.03%	173
2017 Q2	$80K	Hold	600	–	–	0.03%	239
2017 Q1	$70K	Hold	600	–	–	0.03%	246
2016 Q4	$69K	Hold	600	–	–	0.03%	240
2016 Q3	$66K	Hold	600	–	–	0.03%	238
2016 Q2	$67K	Hold	600	–	–	0.03%	237
2016 Q1	$62K	Hold	600	–	–	0.03%	176
2015 Q4	$58K	Hold	600	–	–	0.03%	192
2015 Q3	$53K	Hold	600	–	–	0.03%	190
2015 Q2	$60K	Hold	600	–	–	0.04%	185
2015 Q1	$58K	Hold	600	–	–	0.04%	186
2014 Q4	$55K	Hold	600	–	–	0.04%	183
2014 Q3	$53K	Hold	600	–	–	0.04%	192
2014 Q2	$48K	Hold	600	–	–	0.04%	192
2014 Q1	$47K	Hold	600	–	–	0.04%	173
2013 Q4	$46K	Hold	600	–	–	0.04%	176
2013 Q3	$40K	Buy	+600	New	+$38.7K	0.04%	184

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 $3.37T AUM 44.26% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Focused Wealth Management's INTU Position: Q4 2017 in Review

Focused Wealth Management sold out of Intuit (INTU) in Q4 2017, closing a stake of 600 shares — an estimated $85K sold.

Focused Wealth Management first reported a position in INTU in Q3 2013 and held it in 17 quarters. The position peaked at $85K in Q3 2017. 779 funds tracked by Wall St. Rank hold INTU as of Q4 2017.

Focused Wealth Management reported no remaining Intuit position as of Q4 2017 after selling out during the quarter.
Focused Wealth Management sold 600 Intuit shares in Q4 2017, an estimated $85K.
Focused Wealth Management first reported a position in Intuit in Q3 2013 and held it in 17 quarters.
Focused Wealth Management's Intuit position peaked at $85K in Q3 2017.
779 funds tracked by Wall St. Rank held Intuit as of Q4 2017.

Based on Focused Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.