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Banyan Partners’s Intuitive Surgical ISRG Stock Holding History

Banyan Partners’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 		$3.98M Sell
77,571
-630
-0.8% -$31.3K 0.34% 78
2014
Q2 		$3.58M Buy
78,201
+12,141
+18% +$536K 0.3% 90
2014
Q1 		$3.21M Buy
66,060
+10,053
+18% +$474K 0.28% 103
2013
Q4 		$2.39M Buy
+56,007
New +$2.36M 0.17% 133

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Banyan Partners's ISRG Position: Q3 2014 in Review

Banyan Partners reduced its Intuitive Surgical (ISRG) stake by 0.81% in Q3 2014, selling an estimated $31.3K and leaving 77,571 shares worth $3.98M. The position accounts for 0.34% of the portfolio, ranked #78.

Banyan Partners first reported a position in ISRG in Q4 2013 and has held it in 4 quarters since. 483 funds tracked by Wall St. Rank hold ISRG as of Q3 2014.

  • Banyan Partners held 77,571 shares of Intuitive Surgical worth $3.98M as of Q3 2014.
  • Banyan Partners sold 630 Intuitive Surgical shares in Q3 2014, an estimated $31.3K.
  • Intuitive Surgical made up 0.34% of Banyan Partners's portfolio in Q3 2014, its #78 holding.
  • Banyan Partners first reported a position in Intuitive Surgical in Q4 2013 and has held it in 4 quarters since.
  • 483 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.