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Courier Capital’s Intuitive Surgical ISRG Stock Holding History

Courier Capital’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
Q3 		– Sell
-3,240
Closed -$238K – 283
2016
Q2 		$238K Hold
3,240
– – 0.05% 246
2016
Q1 		$216K Buy
+3,240
New +$201K 0.05% 247

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Courier Capital's ISRG Position: Q3 2016 in Review

Courier Capital sold out of Intuitive Surgical (ISRG) in Q3 2016, closing a stake of 3,240 shares — an estimated $238K sold.

Courier Capital first reported a position in ISRG in Q1 2016 and held it in 2 quarters. The position peaked at $238K in Q2 2016. 611 funds tracked by Wall St. Rank hold ISRG as of Q3 2016.

  • Courier Capital reported no remaining Intuitive Surgical position as of Q3 2016 after selling out during the quarter.
  • Courier Capital sold 3,240 Intuitive Surgical shares in Q3 2016, an estimated $238K.
  • Courier Capital first reported a position in Intuitive Surgical in Q1 2016 and held it in 2 quarters.
  • Courier Capital's Intuitive Surgical position peaked at $238K in Q2 2016.
  • 611 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2016.

Based on Courier Capital's 13F filing for Q3 2016, filed 15 Nov 2016.