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Brave Asset Management’s Intuitive Surgical ISRG Stock Holding History

Brave Asset 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
2014
Q4 		– Sell
-1,125
Closed -$58K – 441
2014
Q3 		$58K Hold
1,125
– – 0.04% 205
2014
Q2 		$51K Hold
1,125
– – 0.04% 220
2014
Q1 		$55K Hold
1,125
– – 0.04% 206
2013
Q4 		$48K Buy
+1,125
New +$47.3K 0.04% 218

Other funds holding ISRG

T. Rowe Price Associates
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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
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
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
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

Brave Asset Management's ISRG Position: Q4 2014 in Review

Brave Asset Management sold out of Intuitive Surgical (ISRG) in Q4 2014, closing a stake of 1,125 shares — an estimated $58K sold.

Brave Asset Management first reported a position in ISRG in Q4 2013 and held it in 4 quarters. The position peaked at $58K in Q3 2014. 511 funds tracked by Wall St. Rank hold ISRG as of Q4 2014.

  • Brave Asset Management reported no remaining Intuitive Surgical position as of Q4 2014 after selling out during the quarter.
  • Brave Asset Management sold 1,125 Intuitive Surgical shares in Q4 2014, an estimated $58K.
  • Brave Asset Management first reported a position in Intuitive Surgical in Q4 2013 and held it in 4 quarters.
  • Brave Asset Management's Intuitive Surgical position peaked at $58K in Q3 2014.
  • 511 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2014.

Based on Brave Asset Management's 13F filing for Q4 2014, filed 2 Feb 2015.