Winch Advisory Services’s Intuit INTU Stock Holding History

Winch Advisory Services’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 Q2	–	Sell	-7	Closed	-$1K	–	354
2018 Q1	$1K	Hold	7	–	–	﹤0.01%	290
2017 Q4	$1K	Buy	+7	New	+$1.07K	﹤0.01%	288

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

FEF

Fundsmith Equity Fund Stamford, Connecticut $13.4B AUM

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Winch Advisory Services's INTU Position: Q2 2018 in Review

Winch Advisory Services sold out of Intuit (INTU) in Q2 2018, closing a stake of 7 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in INTU in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 877 funds tracked by Wall St. Rank hold INTU as of Q2 2018.

Winch Advisory Services reported no remaining Intuit position as of Q2 2018 after selling out during the quarter.
Winch Advisory Services sold 7 Intuit shares in Q2 2018, an estimated $1K.
Winch Advisory Services first reported a position in Intuit in Q4 2017 and held it in 2 quarters.
Winch Advisory Services's Intuit position peaked at $1K in Q1 2018.
877 funds tracked by Wall St. Rank held Intuit as of Q2 2018.

Based on Winch Advisory Services's 13F filing for Q2 2018, filed 13 Aug 2018.