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Pacific Financial Group’s Intuitive Surgical ISRG Stock Holding History

Pacific Financial Group’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
Q1 		– Sell
-396
Closed -$23K – 115
2014
Q4 		$23K Buy
+396
New +$22.1K 0.01% 104

Other funds holding ISRG

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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
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 $3.37T AUM 44.26% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pacific Financial Group's ISRG Position: Q1 2015 in Review

Pacific Financial Group sold out of Intuitive Surgical (ISRG) in Q1 2015, closing a stake of 396 shares — an estimated $23K sold.

Pacific Financial Group first reported a position in ISRG in Q4 2014 and held it in 1 quarter. The position peaked at $23K in Q4 2014. 497 funds tracked by Wall St. Rank hold ISRG as of Q1 2015.

  • Pacific Financial Group reported no remaining Intuitive Surgical position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 396 Intuitive Surgical shares in Q1 2015, an estimated $23K.
  • Pacific Financial Group first reported a position in Intuitive Surgical in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Intuitive Surgical position peaked at $23K in Q4 2014.
  • 497 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.