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Independent Portfolio Consultants’s Intuit INTU Stock Holding History

Independent Portfolio Consultants’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
Q2 		$66K Sell
498
-752
-60% -$97.5K 0.03% 477
2017
Q1 		$145K Sell
1,250
-1,159
-48% -$139K 0.05% 380
2016
Q4 		$276K Sell
2,409
-161
-6% -$18K 0.09% 271
2016
Q3 		$283K Sell
2,570
-315
-11% -$35.2K 0.09% 271
2016
Q2 		$322K Buy
2,885
+440
+18% +$46K 0.1% 270
2016
Q1 		$254K Buy
2,445
+1,190
+95% +$115K 0.07% 305
2015
Q4 		$121K Buy
1,255
+365
+41% +$35.3K 0.04% 427
2015
Q3 		$79K Buy
+890
New +$86.4K 0.02% 498
2015
Q2 		– Sell
-25
Closed -$2K – 946
2015
Q1 		$2K Buy
+25
New +$2.32K ﹤0.01% 867
2014
Q3 		– Sell
-521
Closed -$42K – 889
2014
Q2 		$42K Sell
521
-2,209
-81% -$170K 0.01% 665
2014
Q1 		$212K Sell
2,730
-4,230
-61% -$323K 0.07% 431
2013
Q4 		$531K Sell
6,960
-4,480
-39% -$322K 0.19% 202
2013
Q3 		$759K Buy
11,440
+4,290
+60% +$276K 0.3% 93
2013
Q2 		$436K Buy
+7,150
New +$432K 0.2% 218

Other funds holding INTU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Independent Portfolio Consultants's INTU Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Intuit (INTU) stake by 60% in Q2 2017, selling an estimated $97.5K and leaving 498 shares worth $66K. The position accounts for 0.03% of the portfolio, ranked #477.

Independent Portfolio Consultants first reported a position in INTU in Q2 2013 and has held it in 14 quarters since. The position peaked at $759K in Q3 2013. 750 funds tracked by Wall St. Rank hold INTU as of Q2 2017.

  • Independent Portfolio Consultants held 498 shares of Intuit worth $66K as of Q2 2017.
  • Independent Portfolio Consultants sold 752 Intuit shares in Q2 2017, an estimated $97.5K.
  • Intuit made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #477 holding.
  • Independent Portfolio Consultants first reported a position in Intuit in Q2 2013 and has held it in 14 quarters since.
  • Independent Portfolio Consultants's Intuit position peaked at $759K in Q3 2013.
  • 750 funds tracked by Wall St. Rank held Intuit as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.