Lucus Advisors’s Intuit INTU Stock Holding History

Lucus Advisors’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
2015 Q4	–	Sell	-2,785	Closed	-$247K	–	324
2015 Q3	$247K	Sell	2,785 -2,053	-42%	-$199K	0.14%	313
2015 Q2	$488K	Buy	+4,838	New	+$494K	0.23%	208

Other funds holding INTU

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCIM

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lucus Advisors's INTU Position: Q4 2015 in Review

Lucus Advisors sold out of Intuit (INTU) in Q4 2015, closing a stake of 2,785 shares — an estimated $247K sold.

Lucus Advisors first reported a position in INTU in Q2 2015 and held it in 2 quarters. The position peaked at $488K in Q2 2015. 630 funds tracked by Wall St. Rank hold INTU as of Q4 2015.

Lucus Advisors reported no remaining Intuit position as of Q4 2015 after selling out during the quarter.
Lucus Advisors sold 2,785 Intuit shares in Q4 2015, an estimated $247K.
Lucus Advisors first reported a position in Intuit in Q2 2015 and held it in 2 quarters.
Lucus Advisors's Intuit position peaked at $488K in Q2 2015.
630 funds tracked by Wall St. Rank held Intuit as of Q4 2015.

Based on Lucus Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.