Pinnacle Summer Investments’s Intuit INTU Stock Holding History

Pinnacle Summer Investments’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	-610	Closed	-$54K	–	895
2015 Q3	$54K	Buy	+610	New	+$59.2K	0.01%	474
2015 Q2	–	Sell	-610	Closed	-$59K	–	838
2015 Q1	$59K	Hold	610	–	–	0.01%	485
2014 Q4	$56K	Sell	610 -119	-16%	-$10.6K	0.01%	504
2014 Q3	$64K	Hold	729	–	–	0.01%	487
2014 Q2	$59K	Buy	729 +59	+9%	+$4.55K	0.01%	479
2014 Q1	$51K	Sell	670 -310	-32%	-$23.7K	0.01%	467
2013 Q4	$75K	Buy	980 +105	+12%	+$7.54K	0.01%	407
2013 Q3	$58K	Buy	875 +140	+19%	+$9.02K	0.01%	409
2013 Q2	$45K	Buy	+735	New	+$44.4K	0.01%	394

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 $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Pinnacle Summer Investments's INTU Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of Intuit (INTU) in Q4 2015, closing a stake of 610 shares — an estimated $54K sold.

Pinnacle Summer Investments first reported a position in INTU in Q2 2013 and held it in 9 quarters. The position peaked at $75K in Q4 2013. 631 funds tracked by Wall St. Rank hold INTU as of Q4 2015.

Pinnacle Summer Investments reported no remaining Intuit position as of Q4 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 610 Intuit shares in Q4 2015, an estimated $54K.
Pinnacle Summer Investments first reported a position in Intuit in Q2 2013 and held it in 9 quarters.
Pinnacle Summer Investments's Intuit position peaked at $75K in Q4 2013.
631 funds tracked by Wall St. Rank held Intuit as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.