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Klingenstein Fields & Co’s Intuit INTU Stock Holding History

Klingenstein Fields & Co’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
2014
Q1 		– Sell
-2,992
Closed -$228K – 274
2013
Q4 		$228K Buy
+2,992
New +$215K 0.01% 284
2013
Q3 		– Sell
-5,792
Closed -$354K – 316
2013
Q2 		$354K Buy
+5,792
New +$350K 0.01% 243

Other funds holding INTU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Klingenstein Fields & Co's INTU Position: Q1 2014 in Review

Klingenstein Fields & Co sold out of Intuit (INTU) in Q1 2014, closing a stake of 2,992 shares — an estimated $228K sold.

Klingenstein Fields & Co first reported a position in INTU in Q2 2013 and held it in 2 quarters. The position peaked at $354K in Q2 2013. 557 funds tracked by Wall St. Rank hold INTU as of Q1 2014.

  • Klingenstein Fields & Co reported no remaining Intuit position as of Q1 2014 after selling out during the quarter.
  • Klingenstein Fields & Co sold 2,992 Intuit shares in Q1 2014, an estimated $228K.
  • Klingenstein Fields & Co first reported a position in Intuit in Q2 2013 and held it in 2 quarters.
  • Klingenstein Fields & Co's Intuit position peaked at $354K in Q2 2013.
  • 557 funds tracked by Wall St. Rank held Intuit as of Q1 2014.

Based on Klingenstein Fields & Co's 13F filing for Q1 2014, filed 2 May 2014.