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Ada Investment Management’s Intuitive Surgical ISRG Stock Holding History

Ada Investment Management’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
2015
Q4 		– Sell
-6,363
Closed -$323K – 468
2015
Q3 		$323K Buy
+6,363
New +$360K 0.17% 237

Other funds holding ISRG

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ada Investment Management's ISRG Position: Q4 2015 in Review

Ada Investment Management sold out of Intuitive Surgical (ISRG) in Q4 2015, closing a stake of 6,363 shares — an estimated $323K sold.

Ada Investment Management first reported a position in ISRG in Q3 2015 and held it in 1 quarter. The position peaked at $323K in Q3 2015. 522 funds tracked by Wall St. Rank hold ISRG as of Q4 2015.

  • Ada Investment Management reported no remaining Intuitive Surgical position as of Q4 2015 after selling out during the quarter.
  • Ada Investment Management sold 6,363 Intuitive Surgical shares in Q4 2015, an estimated $323K.
  • Ada Investment Management first reported a position in Intuitive Surgical in Q3 2015 and held it in 1 quarter.
  • Ada Investment Management's Intuitive Surgical position peaked at $323K in Q3 2015.
  • 522 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.