Integrated Wealth Management (Palm Desert)’s Intuit INTU Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-147	Closed	-$16K	–	615
2016 Q3	$16K	Hold	147	–	–	0.01%	658
2016 Q2	$16K	Hold	147	–	–	0.01%	642
2016 Q1	$15K	Sell	147 -69	-32%	-$6.66K	0.01%	613
2015 Q4	$21K	Hold	216	–	–	0.01%	574
2015 Q3	$19K	Buy	216 +69	+47%	+$6.7K	0.01%	594
2015 Q2	$15K	Sell	147 -11	-7%	-$1.12K	0.01%	687
2015 Q1	$15K	Buy	+158	New	+$14.7K	0.01%	650

Other funds holding INTU

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TCIM

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s INTU Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Intuit (INTU) in Q4 2016, closing a stake of 147 shares — an estimated $16K sold.

Integrated Wealth Management (Palm Desert) first reported a position in INTU in Q1 2015 and held it in 7 quarters. The position peaked at $21K in Q4 2015. 693 funds tracked by Wall St. Rank hold INTU as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Intuit position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 147 Intuit shares in Q4 2016, an estimated $16K.
Integrated Wealth Management (Palm Desert) first reported a position in Intuit in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Intuit position peaked at $21K in Q4 2015.
693 funds tracked by Wall St. Rank held Intuit as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.