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CKW Financial Group’s Intuitive Surgical ISRG Stock Holding History

CKW Financial Group’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
Q1 		– Sell
-468
Closed -$20K – 377
2013
Q4 		$20K Buy
+468
New +$19.7K 0.01% 205

Other funds holding ISRG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return

CKW Financial Group's ISRG Position: Q1 2014 in Review

CKW Financial Group sold out of Intuitive Surgical (ISRG) in Q1 2014, closing a stake of 468 shares — an estimated $20K sold.

CKW Financial Group first reported a position in ISRG in Q4 2013 and held it in 1 quarter. The position peaked at $20K in Q4 2013. 481 funds tracked by Wall St. Rank hold ISRG as of Q1 2014.

  • CKW Financial Group reported no remaining Intuitive Surgical position as of Q1 2014 after selling out during the quarter.
  • CKW Financial Group sold 468 Intuitive Surgical shares in Q1 2014, an estimated $20K.
  • CKW Financial Group first reported a position in Intuitive Surgical in Q4 2013 and held it in 1 quarter.
  • CKW Financial Group's Intuitive Surgical position peaked at $20K in Q4 2013.
  • 481 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2014.

Based on CKW Financial Group's 13F filing for Q1 2014, filed 17 Apr 2014.