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BRC Investment Management’s Intuitive Surgical ISRG Stock Holding History

BRC 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
2016
Q1 		– Sell
-12,177
Closed -$739K – 128
2015
Q4 		$739K Sell
12,177
-9
-0.1% -$505 0.11% 76
2015
Q3 		$622K Buy
+12,186
New +$690K 0.1% 102

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BRC Investment Management's ISRG Position: Q1 2016 in Review

BRC Investment Management sold out of Intuitive Surgical (ISRG) in Q1 2016, closing a stake of 12,177 shares — an estimated $739K sold.

BRC Investment Management first reported a position in ISRG in Q3 2015 and held it in 2 quarters. The position peaked at $739K in Q4 2015. 564 funds tracked by Wall St. Rank hold ISRG as of Q1 2016.

  • BRC Investment Management reported no remaining Intuitive Surgical position as of Q1 2016 after selling out during the quarter.
  • BRC Investment Management sold 12,177 Intuitive Surgical shares in Q1 2016, an estimated $739K.
  • BRC Investment Management first reported a position in Intuitive Surgical in Q3 2015 and held it in 2 quarters.
  • BRC Investment Management's Intuitive Surgical position peaked at $739K in Q4 2015.
  • 564 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2016.

Based on BRC Investment Management's 13F filing for Q1 2016, filed 26 Apr 2016.