PSI
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Pinnacle Summer Investments’s Intuitive Surgical ISRG Stock Holding History

Pinnacle Summer Investments’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
Q4 		– Sell
-108
Closed -$6K – 896
2015
Q3 		$6K Buy
+108
New +$6.12K ﹤0.01% 808
2015
Q2 		– Sell
-108
Closed -$6K – 839
2015
Q1 		$6K Hold
108
– – ﹤0.01% 847
2014
Q4 		$6K Hold
108
– – ﹤0.01% 868
2014
Q3 		$6K Hold
108
– – ﹤0.01% 879
2014
Q2 		$5K Hold
108
– – ﹤0.01% 836
2014
Q1 		$4K Hold
108
– – ﹤0.01% 829
2013
Q4 		$5K Hold
108
– – ﹤0.01% 804
2013
Q3 		$5K Sell
108
-108
-50% -$4.77K ﹤0.01% 769
2013
Q2 		$12K Buy
+216
New +$11.9K ﹤0.01% 581

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Pinnacle Summer Investments's ISRG Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of Intuitive Surgical (ISRG) in Q4 2015, closing a stake of 108 shares — an estimated $6K sold.

Pinnacle Summer Investments first reported a position in ISRG in Q2 2013 and held it in 9 quarters. The position peaked at $12K in Q2 2013. 522 funds tracked by Wall St. Rank hold ISRG as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining Intuitive Surgical position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 108 Intuitive Surgical shares in Q4 2015, an estimated $6K.
  • Pinnacle Summer Investments first reported a position in Intuitive Surgical in Q2 2013 and held it in 9 quarters.
  • Pinnacle Summer Investments's Intuitive Surgical position peaked at $12K in Q2 2013.
  • 522 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.