Rockefeller Financial Services’s Intuit INTU Stock Holding History

Rockefeller 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
2017 Q4	$522K	Hold	3,305	–	–	0.01%	279
2017 Q3	$470K	Hold	3,305	–	–	0.01%	267
2017 Q2	$439K	Hold	3,305	–	–	0.01%	238
2017 Q1	$383K	Buy	3,305 +105	+3%	+$12.6K	0.01%	263
2016 Q4	$367K	Hold	3,200	–	–	0.01%	274
2016 Q3	$352K	Hold	3,200	–	–	0.01%	271
2016 Q2	$357K	Hold	3,200	–	–	0.01%	283
2016 Q1	$333K	Hold	3,200	–	–	0.01%	288
2015 Q4	$309K	Sell	3,200 -77	-2%	-$7.44K	0.01%	299
2015 Q3	$291K	Buy	3,277 +3,200	+4,156%	+$311K	0.01%	296
2015 Q2	$8K	Sell	77 -1,000	-93%	-$102K	﹤0.01%	436
2015 Q1	$104K	Buy	1,077 +1,000	+1,299%	+$92.9K	﹤0.01%	375
2014 Q4	$7K	Hold	77	–	–	﹤0.01%	457
2014 Q3	$7K	Hold	77	–	–	﹤0.01%	455
2014 Q2	$6K	Hold	77	–	–	﹤0.01%	526
2014 Q1	$6K	Hold	77	–	–	﹤0.01%	486
2013 Q4	$6K	Hold	77	–	–	﹤0.01%	468
2013 Q3	$5K	Hold	77	–	–	﹤0.01%	479
2013 Q2	$5K	Buy	+77	New	+$4.66K	﹤0.01%	478

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

Rockefeller Financial Services's INTU Position: Q4 2017 in Review

Rockefeller Financial Services held its Intuit (INTU) position steady in Q4 2017 at 3,305 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #279.

Rockefeller Financial Services first reported a position in INTU in Q2 2013 and has held it in 19 quarters since. 779 funds tracked by Wall St. Rank hold INTU as of Q4 2017.

Rockefeller Financial Services held 3,305 shares of Intuit worth $522K as of Q4 2017.
Rockefeller Financial Services left its Intuit share count unchanged in Q4 2017.
Intuit made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #279 holding.
Rockefeller Financial Services first reported a position in Intuit in Q2 2013 and has held it in 19 quarters since.
779 funds tracked by Wall St. Rank held Intuit as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.