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Piershale Financial Group’s Intuitive Surgical ISRG Stock Holding History

Piershale 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
2014
Q2 		– Sell
-135
Closed -$7K – 193
2014
Q1 		$7K Buy
+135
New +$6.36K 0.01% 92

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Piershale Financial Group's ISRG Position: Q2 2014 in Review

Piershale Financial Group sold out of Intuitive Surgical (ISRG) in Q2 2014, closing a stake of 135 shares — an estimated $7K sold.

Piershale Financial Group first reported a position in ISRG in Q1 2014 and held it in 1 quarter. The position peaked at $7K in Q1 2014. 468 funds tracked by Wall St. Rank hold ISRG as of Q2 2014.

  • Piershale Financial Group reported no remaining Intuitive Surgical position as of Q2 2014 after selling out during the quarter.
  • Piershale Financial Group sold 135 Intuitive Surgical shares in Q2 2014, an estimated $7K.
  • Piershale Financial Group first reported a position in Intuitive Surgical in Q1 2014 and held it in 1 quarter.
  • Piershale Financial Group's Intuitive Surgical position peaked at $7K in Q1 2014.
  • 468 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2014.

Based on Piershale Financial Group's 13F filing for Q2 2014, filed 17 Jul 2014.