MYCIO Wealth Partners’s Intuit INTU Stock Holding History

MYCIO Wealth Partners’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
2017 Q4	–	Sell	-1,600	Closed	-$227K	–	255
2017 Q3	$227K	Hold	1,600	–	–	0.03%	222
2017 Q2	$212K	Sell	1,600 -237	-13%	-$30.7K	0.02%	214
2017 Q1	$213K	Buy	+1,837	New	+$220K	0.03%	221
2016 Q4	–	Sell	-2,133	Closed	-$235K	–	431
2016 Q3	$235K	Buy	2,133 +533	+33%	+$59.6K	0.04%	156
2016 Q2	$179K	Hold	1,600	–	–	0.03%	185
2016 Q1	$166K	Hold	1,600	–	–	0.03%	173
2015 Q4	$154K	Hold	1,600	–	–	0.03%	170
2015 Q3	$142K	Hold	1,600	–	–	0.03%	164
2015 Q2	$161K	Hold	1,600	–	–	0.03%	159
2015 Q1	$155K	Hold	1,600	–	–	0.03%	168
2014 Q4	$148K	Hold	1,600	–	–	0.03%	165
2014 Q3	$140K	Hold	1,600	–	–	0.03%	159
2014 Q2	$129K	Hold	1,600	–	–	0.03%	172
2014 Q1	$124K	Hold	1,600	–	–	0.03%	171
2013 Q4	$122K	Hold	1,600	–	–	0.03%	167
2013 Q3	$106K	Hold	1,600	–	–	0.03%	167
2013 Q2	$98K	Buy	+1,600	New	+$96.7K	0.03%	169

Other funds holding INTU

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

TCIM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MYCIO Wealth Partners's INTU Position: Q4 2017 in Review

MYCIO Wealth Partners sold out of Intuit (INTU) in Q4 2017, closing a stake of 1,600 shares — an estimated $227K sold.

MYCIO Wealth Partners first reported a position in INTU in Q2 2013 and held it in 17 quarters. The position peaked at $235K in Q3 2016. 779 funds tracked by Wall St. Rank hold INTU as of Q4 2017.

MYCIO Wealth Partners reported no remaining Intuit position as of Q4 2017 after selling out during the quarter.
MYCIO Wealth Partners sold 1,600 Intuit shares in Q4 2017, an estimated $227K.
MYCIO Wealth Partners first reported a position in Intuit in Q2 2013 and held it in 17 quarters.
MYCIO Wealth Partners's Intuit position peaked at $235K in Q3 2016.
779 funds tracked by Wall St. Rank held Intuit as of Q4 2017.

Based on MYCIO Wealth Partners's 13F filing for Q4 2017, filed 31 Jan 2018.