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Penseco Financial Services’s Intuitive Surgical ISRG Stock Holding History

Penseco Financial 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 		$6K Sell
135
-135
-50% -$5.96K ﹤0.01% 249
2013
Q2 		$15K Buy
+270
New +$14.9K 0.01% 183

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

Penseco Financial Services's ISRG Position: Q3 2013 in Review

Penseco Financial Services reduced its Intuitive Surgical (ISRG) stake by 50% in Q3 2013, selling an estimated $5.96K and leaving 135 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Penseco Financial Services first reported a position in ISRG in Q2 2013 and has held it in 2 quarters since. The position peaked at $15K in Q2 2013. 470 funds tracked by Wall St. Rank hold ISRG as of Q3 2013.

  • Penseco Financial Services held 135 shares of Intuitive Surgical worth $6K as of Q3 2013.
  • Penseco Financial Services sold 135 Intuitive Surgical shares in Q3 2013, an estimated $5.96K.
  • Intuitive Surgical made up ﹤0.01% of Penseco Financial Services's portfolio in Q3 2013, its #249 holding.
  • Penseco Financial Services first reported a position in Intuitive Surgical in Q2 2013 and has held it in 2 quarters since.
  • Penseco Financial Services's Intuitive Surgical position peaked at $15K in Q2 2013.
  • 470 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2013.

Based on Penseco Financial Services's 13F filing for Q3 2013, filed 4 Oct 2013.