Guardian Investor Services’s Intuitive Surgical ISRG Stock Holding History

Guardian Investor Services’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	$129K	Hold	2,295	–	–	0.1%	244
2014 Q4	$135K	Hold	2,295	–	–	0.11%	232
2014 Q3	$118K	Sell	2,295 -261	-10%	-$13K	0.1%	249
2014 Q2	$117K	Sell	2,556 -153	-6%	-$6.75K	0.09%	268
2014 Q1	$132K	Sell	2,709 -225	-8%	-$10.6K	0.1%	234
2013 Q4	$125K	Hold	2,934	–	–	0.09%	258
2013 Q3	$123K	Hold	2,934	–	–	0.1%	236
2013 Q2	$165K	Buy	+2,934	New	+$162K	0.14%	167

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Guardian Investor Services's ISRG Position: Q1 2015 in Review

Guardian Investor Services held its Intuitive Surgical (ISRG) position steady in Q1 2015 at 2,295 shares worth $129K. The position accounts for 0.1% of the portfolio, ranked #244.

Guardian Investor Services first reported a position in ISRG in Q2 2013 and has held it in 8 quarters since. The position peaked at $165K in Q2 2013. 497 funds tracked by Wall St. Rank hold ISRG as of Q1 2015.

Guardian Investor Services held 2,295 shares of Intuitive Surgical worth $129K as of Q1 2015.
Guardian Investor Services left its Intuitive Surgical share count unchanged in Q1 2015.
Intuitive Surgical made up 0.1% of Guardian Investor Services's portfolio in Q1 2015, its #244 holding.
Guardian Investor Services first reported a position in Intuitive Surgical in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Intuitive Surgical position peaked at $165K in Q2 2013.
497 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.