Patten & Patten’s Intuitive Surgical ISRG Stock Holding History

Patten & Patten’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 Q2	–	Sell	-4,410	Closed	-$215K	–	227
2014 Q1	$215K	Buy	+4,410	New	+$208K	0.03%	245

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BIT

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Patten & Patten's ISRG Position: Q2 2014 in Review

Patten & Patten sold out of Intuitive Surgical (ISRG) in Q2 2014, closing a stake of 4,410 shares — an estimated $215K sold.

Patten & Patten first reported a position in ISRG in Q1 2014 and held it in 1 quarter. The position peaked at $215K in Q1 2014. 468 funds tracked by Wall St. Rank hold ISRG as of Q2 2014.

Patten & Patten reported no remaining Intuitive Surgical position as of Q2 2014 after selling out during the quarter.
Patten & Patten sold 4,410 Intuitive Surgical shares in Q2 2014, an estimated $215K.
Patten & Patten first reported a position in Intuitive Surgical in Q1 2014 and held it in 1 quarter.
Patten & Patten's Intuitive Surgical position peaked at $215K in Q1 2014.
468 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2014.

Based on Patten & Patten's 13F filing for Q2 2014, filed 25 Jul 2014.