SHJ
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Sharkey, Howes & Javer’s Intuit INTU Stock Holding History

Sharkey, Howes & Javer’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
Q3 		– Sell
-571
Closed -$58K – 228
2015
Q2 		$58K Buy
571
+391
+217% +$39.9K 0.04% 68
2015
Q1 		$17K Buy
+180
New +$16.7K 0.01% 161

Other funds holding INTU

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Primecap Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sharkey, Howes & Javer's INTU Position: Q3 2015 in Review

Sharkey, Howes & Javer sold out of Intuit (INTU) in Q3 2015, closing a stake of 571 shares — an estimated $58K sold.

Sharkey, Howes & Javer first reported a position in INTU in Q1 2015 and held it in 2 quarters. The position peaked at $58K in Q2 2015. 607 funds tracked by Wall St. Rank hold INTU as of Q3 2015.

  • Sharkey, Howes & Javer reported no remaining Intuit position as of Q3 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 571 Intuit shares in Q3 2015, an estimated $58K.
  • Sharkey, Howes & Javer first reported a position in Intuit in Q1 2015 and held it in 2 quarters.
  • Sharkey, Howes & Javer's Intuit position peaked at $58K in Q2 2015.
  • 607 funds tracked by Wall St. Rank held Intuit as of Q3 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2015, filed 5 Nov 2015.