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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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return