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Simply Money Advisors’s Intel INTC Stock Holding History

Simply Money Advisors’s Portfolio INTC Stock Details INTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-540
Closed -$14K – 61
2013
Q4 		$14K Sell
540
-248
-31% -$6K ﹤0.01% 31
2013
Q3 		$18K Sell
788
-474
-38% -$10.9K ﹤0.01% 46
2013
Q2 		$31K Buy
+1,262
New +$29.8K 0.01% 89

Other funds holding INTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Simply Money Advisors's INTC Position: Q1 2014 in Review

Simply Money Advisors sold out of Intel (INTC) in Q1 2014, closing a stake of 540 shares — an estimated $14K sold.

Simply Money Advisors first reported a position in INTC in Q2 2013 and held it in 3 quarters. The position peaked at $31K in Q2 2013. 1,653 funds tracked by Wall St. Rank hold INTC as of Q1 2014.

  • Simply Money Advisors reported no remaining Intel position as of Q1 2014 after selling out during the quarter.
  • Simply Money Advisors sold 540 Intel shares in Q1 2014, an estimated $14K.
  • Simply Money Advisors first reported a position in Intel in Q2 2013 and held it in 3 quarters.
  • Simply Money Advisors's Intel position peaked at $31K in Q2 2013.
  • 1,653 funds tracked by Wall St. Rank held Intel as of Q1 2014.

Based on Simply Money Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.