WFG Advisors’s Intuit INTU Stock Holding History

WFG Advisors’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
2017 Q2	$110K	Hold	830	–	–	0.02%	509
2017 Q1	$96K	Buy	830 +105	+14%	+$12.6K	0.03%	488
2016 Q4	$83K	Buy	725 +20	+3%	+$2.24K	0.02%	577
2016 Q3	$78K	Hold	705	–	–	0.02%	590
2016 Q2	$79K	Hold	705	–	–	0.02%	564
2016 Q1	$73K	Sell	705 -132	-16%	-$12.7K	0.02%	562
2015 Q4	$81K	Buy	837 +684	+447%	+$66.1K	0.02%	522
2015 Q3	$14K	Hold	153	–	–	﹤0.01%	998
2015 Q2	$15K	Buy	153 +1	+0.7%	+$102	﹤0.01%	1063
2015 Q1	$15K	Hold	152	–	–	﹤0.01%	1072
2014 Q4	$14K	Buy	152 +132	+660%	+$11.7K	﹤0.01%	1342
2014 Q3	$2K	Hold	20	–	–	﹤0.01%	1872
2014 Q2	$2K	Sell	20 -45	-69%	-$3.47K	﹤0.01%	1819
2014 Q1	$5K	Buy	65 +1	+2%	+$76	﹤0.01%	1620
2013 Q4	$5K	Hold	64	–	–	﹤0.01%	1749
2013 Q3	$4K	Sell	64 -2,109	-97%	-$136K	﹤0.01%	1790
2013 Q2	$133K	Buy	+2,173	New	+$131K	0.02%	573

Other funds holding INTU

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WFG Advisors's INTU Position: Q2 2017 in Review

WFG Advisors held its Intuit (INTU) position steady in Q2 2017 at 830 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #509.

WFG Advisors first reported a position in INTU in Q2 2013 and has held it in 17 quarters since. The position peaked at $133K in Q2 2013. 750 funds tracked by Wall St. Rank hold INTU as of Q2 2017.

WFG Advisors held 830 shares of Intuit worth $110K as of Q2 2017.
WFG Advisors left its Intuit share count unchanged in Q2 2017.
Intuit made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #509 holding.
WFG Advisors first reported a position in Intuit in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Intuit position peaked at $133K in Q2 2013.
750 funds tracked by Wall St. Rank held Intuit as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.