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HL Financial Services’s Intuitive Surgical ISRG Stock Holding History

HL Financial 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
2013
Q3 		– Sell
-3,924
Closed -$221K – 589
2013
Q2 		$221K Buy
+3,924
New +$216K 0.01% 488

Other funds holding ISRG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HL Financial Services's ISRG Position: Q3 2013 in Review

HL Financial Services sold out of Intuitive Surgical (ISRG) in Q3 2013, closing a stake of 3,924 shares — an estimated $221K sold.

HL Financial Services first reported a position in ISRG in Q2 2013 and held it in 1 quarter. The position peaked at $221K in Q2 2013. 470 funds tracked by Wall St. Rank hold ISRG as of Q3 2013.

  • HL Financial Services reported no remaining Intuitive Surgical position as of Q3 2013 after selling out during the quarter.
  • HL Financial Services sold 3,924 Intuitive Surgical shares in Q3 2013, an estimated $221K.
  • HL Financial Services first reported a position in Intuitive Surgical in Q2 2013 and held it in 1 quarter.
  • HL Financial Services's Intuitive Surgical position peaked at $221K in Q2 2013.
  • 470 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2013.

Based on HL Financial Services's 13F filing for Q3 2013, filed 24 Oct 2013.