TradeWorx’s Intuit INTU Stock Holding History

TradeWorx’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	–	Sell	-5,251	Closed	-$423K	–	297
2014 Q2	$423K	Buy	5,251 +1,797	+52%	+$139K	0.34%	108
2014 Q1	$268K	Buy	+3,454	New	+$264K	0.23%	202

Other funds holding INTU

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TradeWorx's INTU Position: Q3 2014 in Review

TradeWorx sold out of Intuit (INTU) in Q3 2014, closing a stake of 5,251 shares — an estimated $423K sold.

TradeWorx first reported a position in INTU in Q1 2014 and held it in 2 quarters. The position peaked at $423K in Q2 2014. 565 funds tracked by Wall St. Rank hold INTU as of Q3 2014.

TradeWorx reported no remaining Intuit position as of Q3 2014 after selling out during the quarter.
TradeWorx sold 5,251 Intuit shares in Q3 2014, an estimated $423K.
TradeWorx first reported a position in Intuit in Q1 2014 and held it in 2 quarters.
TradeWorx's Intuit position peaked at $423K in Q2 2014.
565 funds tracked by Wall St. Rank held Intuit as of Q3 2014.

Based on TradeWorx's 13F filing for Q3 2014, filed 1 Oct 2014.