KIA
ISRG icon

King Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

King Investment Advisors’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
-98,199
Closed -$5.52M – 132
2013
Q2 		$5.52M Buy
+98,199
New +$5.41M 2.29% 16

Other funds holding ISRG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $1.66T AUM 25.57% 1-Year Est. Return
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

King Investment Advisors's ISRG Position: Q3 2013 in Review

King Investment Advisors sold out of Intuitive Surgical (ISRG) in Q3 2013, closing a stake of 98,199 shares — an estimated $5.52M sold.

King Investment Advisors first reported a position in ISRG in Q2 2013 and held it in 1 quarter. The position peaked at $5.52M in Q2 2013. 470 funds tracked by Wall St. Rank hold ISRG as of Q3 2013.

  • King Investment Advisors reported no remaining Intuitive Surgical position as of Q3 2013 after selling out during the quarter.
  • King Investment Advisors sold 98,199 Intuitive Surgical shares in Q3 2013, an estimated $5.52M.
  • King Investment Advisors first reported a position in Intuitive Surgical in Q2 2013 and held it in 1 quarter.
  • King Investment Advisors's Intuitive Surgical position peaked at $5.52M in Q2 2013.
  • 470 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2013.

Based on King Investment Advisors's 13F filing for Q3 2013, filed 18 Nov 2013.