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Investors Capital Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Investors Capital Advisory 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
-4,113
Closed -$231K – 613
2013
Q2 		$231K Buy
+4,113
New +$227K 0.07% 376

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Vanguard Group
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Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Investors Capital Advisory Services's ISRG Position: Q3 2013 in Review

Investors Capital Advisory Services sold out of Intuitive Surgical (ISRG) in Q3 2013, closing a stake of 4,113 shares — an estimated $231K sold.

Investors Capital Advisory Services first reported a position in ISRG in Q2 2013 and held it in 1 quarter. The position peaked at $231K in Q2 2013. 470 funds tracked by Wall St. Rank hold ISRG as of Q3 2013.

  • Investors Capital Advisory Services reported no remaining Intuitive Surgical position as of Q3 2013 after selling out during the quarter.
  • Investors Capital Advisory Services sold 4,113 Intuitive Surgical shares in Q3 2013, an estimated $231K.
  • Investors Capital Advisory Services first reported a position in Intuitive Surgical in Q2 2013 and held it in 1 quarter.
  • Investors Capital Advisory Services's Intuitive Surgical position peaked at $231K in Q2 2013.
  • 470 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2013.

Based on Investors Capital Advisory Services's 13F filing for Q3 2013, filed 6 Nov 2013.