MSI Financial Services’s Intuit INTU Stock Holding History

MSI Financial Services’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	$159K	Buy	1,386 +1	+0.1%	+$112	0.01%	1211
2016 Q3	$152K	Buy	1,385 +14	+1%	+$1.57K	0.01%	1194
2016 Q2	$153K	Sell	1,371 -16	-1%	-$1.67K	0.01%	1166
2016 Q1	$144K	Buy	1,387 +158	+13%	+$15.3K	0.01%	1150
2015 Q4	$119K	Buy	1,229 +1,035	+534%	+$100K	0.01%	1200
2015 Q3	$17K	Sell	194 -358	-65%	-$34.7K	﹤0.01%	1802
2015 Q2	$56K	Sell	552 -53	-9%	-$5.41K	﹤0.01%	1248
2015 Q1	$59K	Sell	605 -85	-12%	-$7.89K	﹤0.01%	1247
2014 Q4	$64K	Sell	690 -50	-7%	-$4.45K	0.01%	973
2014 Q3	$65K	Buy	740 +667	+914%	+$55.4K	0.01%	989
2014 Q2	$6K	Buy	73 +35	+92%	+$2.7K	﹤0.01%	2005
2014 Q1	$3K	Sell	38 -722	-95%	-$55.1K	﹤0.01%	2179
2013 Q4	$58K	Sell	760 -6	-0.8%	-$431	0.01%	935
2013 Q3	$51K	Buy	766 +6	+0.8%	+$387	0.01%	864
2013 Q2	$46K	Buy	+760	New	+$45.9K	0.01%	927

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

MSI Financial Services's INTU Position: Q4 2016 in Review

MSI Financial Services increased its Intuit (INTU) stake by 0.07% in Q4 2016, buying an estimated $112 and bringing the position to 1,386 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #1211.

MSI Financial Services first reported a position in INTU in Q2 2013 and has held it in 15 quarters since. 692 funds tracked by Wall St. Rank hold INTU as of Q4 2016.

MSI Financial Services held 1,386 shares of Intuit worth $159K as of Q4 2016.
MSI Financial Services bought 1 Intuit share in Q4 2016, an estimated $112.
Intuit made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #1211 holding.
MSI Financial Services first reported a position in Intuit in Q2 2013 and has held it in 15 quarters since.
692 funds tracked by Wall St. Rank held Intuit as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.