Kanaly Trust’s Intuit INTU Stock Holding History

Kanaly Trust’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	$6K	Hold	52	–	–	﹤0.01%	627
2016 Q3	$6K	Hold	52	–	–	﹤0.01%	612
2016 Q2	$6K	Buy	52 +15	+41%	+$1.57K	﹤0.01%	617
2016 Q1	$4K	Hold	37	–	–	﹤0.01%	685
2015 Q4	$4K	Hold	37	–	–	﹤0.01%	698
2015 Q3	$3K	Hold	37	–	–	﹤0.01%	717
2015 Q2	$4K	Buy	37 +13	+54%	+$1.33K	﹤0.01%	671
2015 Q1	$2K	Hold	24	–	–	﹤0.01%	615
2014 Q4	$2K	Hold	24	–	–	﹤0.01%	630
2014 Q3	$2K	Hold	24	–	–	﹤0.01%	709
2014 Q2	$2K	Hold	24	–	–	﹤0.01%	643
2014 Q1	$2K	Buy	+24	New	+$1.83K	﹤0.01%	631

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 16.07% 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 18.13% 1-Year Est. Return

Kanaly Trust's INTU Position: Q4 2016 in Review

Kanaly Trust held its Intuit (INTU) position steady in Q4 2016 at 52 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Kanaly Trust first reported a position in INTU in Q1 2014 and has held it in 12 quarters since. 692 funds tracked by Wall St. Rank hold INTU as of Q4 2016.

Kanaly Trust held 52 shares of Intuit worth $6K as of Q4 2016.
Kanaly Trust left its Intuit share count unchanged in Q4 2016.
Intuit made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #627 holding.
Kanaly Trust first reported a position in Intuit in Q1 2014 and has held it in 12 quarters since.
692 funds tracked by Wall St. Rank held Intuit as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.