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Hoxton Financial’s Intuitive Surgical ISRG Stock Holding History

Hoxton Financial’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
-2,493
Closed -$106K – 476
2013
Q4 		$106K Buy
2,493
+1,134
+83% +$47.7K 0.05% 143
2013
Q3 		$57K Buy
1,359
+117
+9% +$5.17K 0.06% 108
2013
Q2 		$70K Buy
+1,242
New +$68.4K 0.04% 152

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

Hoxton Financial's ISRG Position: Q1 2014 in Review

Hoxton Financial sold out of Intuitive Surgical (ISRG) in Q1 2014, closing a stake of 2,493 shares — an estimated $106K sold.

Hoxton Financial first reported a position in ISRG in Q2 2013 and held it in 3 quarters. The position peaked at $106K in Q4 2013. 481 funds tracked by Wall St. Rank hold ISRG as of Q1 2014.

  • Hoxton Financial reported no remaining Intuitive Surgical position as of Q1 2014 after selling out during the quarter.
  • Hoxton Financial sold 2,493 Intuitive Surgical shares in Q1 2014, an estimated $106K.
  • Hoxton Financial first reported a position in Intuitive Surgical in Q2 2013 and held it in 3 quarters.
  • Hoxton Financial's Intuitive Surgical position peaked at $106K in Q4 2013.
  • 481 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2014.

Based on Hoxton Financial's 13F filing for Q1 2014, filed 25 Apr 2014.