FSC
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Fiduciary Services Corp’s Intuitive Surgical ISRG Stock Holding History

Fiduciary Services Corp’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 		$379K Hold
6,759
– – 0.12% 144
2014
Q4 		$397K Sell
6,759
-360
-5% -$20K 0.14% 134
2014
Q3 		$365K Buy
7,119
+171
+2% +$8.49K 0.13% 133
2014
Q2 		$318K Buy
+6,948
New +$307K 0.12% 136

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fiduciary Services Corp's ISRG Position: Q1 2015 in Review

Fiduciary Services Corp held its Intuitive Surgical (ISRG) position steady in Q1 2015 at 6,759 shares worth $379K. The position accounts for 0.12% of the portfolio, ranked #144.

Fiduciary Services Corp first reported a position in ISRG in Q2 2014 and has held it in 4 quarters since. The position peaked at $397K in Q4 2014. 497 funds tracked by Wall St. Rank hold ISRG as of Q1 2015.

  • Fiduciary Services Corp held 6,759 shares of Intuitive Surgical worth $379K as of Q1 2015.
  • Fiduciary Services Corp left its Intuitive Surgical share count unchanged in Q1 2015.
  • Intuitive Surgical made up 0.12% of Fiduciary Services Corp's portfolio in Q1 2015, its #144 holding.
  • Fiduciary Services Corp first reported a position in Intuitive Surgical in Q2 2014 and has held it in 4 quarters since.
  • Fiduciary Services Corp's Intuitive Surgical position peaked at $397K in Q4 2014.
  • 497 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.