Index Management Solutions’s Intuitive Surgical ISRG Stock Holding History

Index Management Solutions’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 Q3	$31K	Hold	612	–	–	0.03%	308
2015 Q2	$33K	Buy	612 +378	+162%	+$21.1K	0.03%	377
2015 Q1	$13K	Sell	234 -42,435	-99%	-$2.4M	0.01%	523
2014 Q4	$2.51M	Buy	42,669 +1,314	+3%	+$73.2K	0.35%	78
2014 Q3	$2.12M	Sell	41,355 -3,231	-7%	-$160K	0.24%	74
2014 Q2	$2.04M	Sell	44,586 -22,383	-33%	-$987K	0.25%	69
2014 Q1	$3.26M	Buy	66,969 +26,190	+64%	+$1.23M	0.53%	34
2013 Q4	$1.74M	Buy	40,779 +35,847	+727%	+$1.51M	0.44%	30
2013 Q3	$206K	Buy	+4,932	New	+$218K	0.06%	130

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Index Management Solutions's ISRG Position: Q3 2015 in Review

Index Management Solutions held its Intuitive Surgical (ISRG) position steady in Q3 2015 at 612 shares worth $31K. The position accounts for 0.03% of the portfolio, ranked #308.

Index Management Solutions first reported a position in ISRG in Q3 2013 and has held it in 9 quarters since. The position peaked at $3.26M in Q1 2014. 506 funds tracked by Wall St. Rank hold ISRG as of Q3 2015.

Index Management Solutions held 612 shares of Intuitive Surgical worth $31K as of Q3 2015.
Index Management Solutions left its Intuitive Surgical share count unchanged in Q3 2015.
Intuitive Surgical made up 0.03% of Index Management Solutions's portfolio in Q3 2015, its #308 holding.
Index Management Solutions first reported a position in Intuitive Surgical in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Intuitive Surgical position peaked at $3.26M in Q1 2014.
506 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.