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Stifel Trust’s Intuit INTU Stock Holding History

Stifel Trust’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
2014
Q3 		$8K Hold
91
– – ﹤0.01% 443
2014
Q2 		$8K Hold
91
– – ﹤0.01% 386
2014
Q1 		$8K Hold
91
– – ﹤0.01% 411
2013
Q4 		$7K Hold
91
– – ﹤0.01% 405
2013
Q3 		$7K Hold
91
– – ﹤0.01% 408
2013
Q2 		$6K Buy
+91
New +$5.5K ﹤0.01% 411

Other funds holding INTU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Stifel Trust's INTU Position: Q3 2014 in Review

Stifel Trust held its Intuit (INTU) position steady in Q3 2014 at 91 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Stifel Trust first reported a position in INTU in Q2 2013 and has held it in 6 quarters since. 564 funds tracked by Wall St. Rank hold INTU as of Q3 2014.

  • Stifel Trust held 91 shares of Intuit worth $8K as of Q3 2014.
  • Stifel Trust left its Intuit share count unchanged in Q3 2014.
  • Intuit made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #443 holding.
  • Stifel Trust first reported a position in Intuit in Q2 2013 and has held it in 6 quarters since.
  • 564 funds tracked by Wall St. Rank held Intuit as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.