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Smith Shellnut Wilson’s Intuit INTU Stock Holding History

Smith Shellnut Wilson’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
2018
Q1 		– Sell
-2,057
Closed -$325K – 132
2017
Q4 		$325K Hold
2,057
– – 0.28% 77
2017
Q3 		$292K Sell
2,057
-1,435
-41% -$198K 0.26% 84
2017
Q2 		$390K Sell
3,492
-152
-4% -$19.7K 0.4% 48
2017
Q1 		$423K Hold
3,644
– – 0.39% 54
2016
Q4 		$418K Buy
+3,644
New +$408K 0.4% 50

Other funds holding INTU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Smith Shellnut Wilson's INTU Position: Q1 2018 in Review

Smith Shellnut Wilson sold out of Intuit (INTU) in Q1 2018, closing a stake of 2,057 shares — an estimated $325K sold.

Smith Shellnut Wilson first reported a position in INTU in Q4 2016 and held it in 5 quarters. The position peaked at $423K in Q1 2017. 794 funds tracked by Wall St. Rank hold INTU as of Q1 2018.

  • Smith Shellnut Wilson reported no remaining Intuit position as of Q1 2018 after selling out during the quarter.
  • Smith Shellnut Wilson sold 2,057 Intuit shares in Q1 2018, an estimated $325K.
  • Smith Shellnut Wilson first reported a position in Intuit in Q4 2016 and held it in 5 quarters.
  • Smith Shellnut Wilson's Intuit position peaked at $423K in Q1 2017.
  • 794 funds tracked by Wall St. Rank held Intuit as of Q1 2018.

Based on Smith Shellnut Wilson's 13F filing for Q1 2018, filed 24 Apr 2018.