Smith & Howard Wealth Management’s Intuit INTU Stock Holding History

Smith & Howard Wealth Management’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
2016 Q2	–	Sell	-3,938	Closed	-$410K	–	50
2016 Q1	$410K	Buy	3,938 +261	+7%	+$25.2K	0.17%	36
2015 Q4	$355K	Hold	3,677	–	–	0.17%	40
2015 Q3	$326K	Hold	3,677	–	–	0.16%	33
2015 Q2	$371K	Hold	3,677	–	–	0.16%	35
2015 Q1	$357K	Buy	+3,677	New	+$342K	0.15%	36
2014 Q1	–	Sell	-597	Closed	-$46K	–	123
2013 Q4	$46K	Hold	597	–	–	0.03%	111
2013 Q3	$40K	Sell	597 -93	-13%	-$5.99K	0.02%	121
2013 Q2	$42K	Buy	+690	New	+$41.7K	0.03%	102

Other funds holding INTU

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 16.07% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Smith & Howard Wealth Management's INTU Position: Q2 2016 in Review

Smith & Howard Wealth Management sold out of Intuit (INTU) in Q2 2016, closing a stake of 3,938 shares — an estimated $410K sold.

Smith & Howard Wealth Management first reported a position in INTU in Q2 2013 and held it in 8 quarters. The position peaked at $410K in Q1 2016. 655 funds tracked by Wall St. Rank hold INTU as of Q2 2016.

Smith & Howard Wealth Management reported no remaining Intuit position as of Q2 2016 after selling out during the quarter.
Smith & Howard Wealth Management sold 3,938 Intuit shares in Q2 2016, an estimated $410K.
Smith & Howard Wealth Management first reported a position in Intuit in Q2 2013 and held it in 8 quarters.
Smith & Howard Wealth Management's Intuit position peaked at $410K in Q1 2016.
655 funds tracked by Wall St. Rank held Intuit as of Q2 2016.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2016, filed 15 Aug 2016.