Boston Private Bank & Trust’s Intuitive Surgical ISRG Stock Holding History

Boston Private Bank & Trust’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 Q1	$51K	Sell	900 -108	-11%	-$6.11K	﹤0.01%	561
2014 Q4	$59K	Hold	1,008	–	–	﹤0.01%	540
2014 Q3	$52K	Buy	1,008 +108	+12%	+$5.36K	﹤0.01%	577
2014 Q2	$41K	Hold	900	–	–	﹤0.01%	607
2014 Q1	$44K	Hold	900	–	–	﹤0.01%	612
2013 Q4	$38K	Sell	900 -63	-7%	-$2.65K	﹤0.01%	643
2013 Q3	$40K	Sell	963 -837	-47%	-$37K	﹤0.01%	593
2013 Q2	$101K	Buy	+1,800	New	+$99.2K	0.01%	454

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

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Private Bank & Trust's ISRG Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Intuitive Surgical (ISRG) stake by 11% in Q1 2015, selling an estimated $6.11K and leaving 900 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Boston Private Bank & Trust first reported a position in ISRG in Q2 2013 and has held it in 8 quarters since. The position peaked at $101K in Q2 2013. 497 funds tracked by Wall St. Rank hold ISRG as of Q1 2015.

Boston Private Bank & Trust held 900 shares of Intuitive Surgical worth $51K as of Q1 2015.
Boston Private Bank & Trust sold 108 Intuitive Surgical shares in Q1 2015, an estimated $6.11K.
Intuitive Surgical made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #561 holding.
Boston Private Bank & Trust first reported a position in Intuitive Surgical in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Intuitive Surgical position peaked at $101K in Q2 2013.
497 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.