1919 Investment Counsel’s Intuitive Surgical ISRG Stock Holding History

1919 Investment Counsel’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-90	Closed	-$5K	–	1028
2014 Q2	$5K	Buy	+90	New	+$3.97K	﹤0.01%	953
2014 Q1	–	Sell	-2,088	Closed	-$90K	–	1007
2013 Q4	$90K	Sell	2,088 -1,575	-43%	-$66.3K	﹤0.01%	619
2013 Q3	$154K	Sell	3,663 -90	-2%	-$3.97K	﹤0.01%	547
2013 Q2	$212K	Buy	+3,753	New	+$207K	0.01%	497

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

1919 Investment Counsel's ISRG Position: Q3 2014 in Review

1919 Investment Counsel sold out of Intuitive Surgical (ISRG) in Q3 2014, closing a stake of 90 shares — an estimated $5K sold.

1919 Investment Counsel first reported a position in ISRG in Q2 2013 and held it in 4 quarters. The position peaked at $212K in Q2 2013. 483 funds tracked by Wall St. Rank hold ISRG as of Q3 2014.

1919 Investment Counsel reported no remaining Intuitive Surgical position as of Q3 2014 after selling out during the quarter.
1919 Investment Counsel sold 90 Intuitive Surgical shares in Q3 2014, an estimated $5K.
1919 Investment Counsel first reported a position in Intuitive Surgical in Q2 2013 and held it in 4 quarters.
1919 Investment Counsel's Intuitive Surgical position peaked at $212K in Q2 2013.
483 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.