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Private Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Private Capital Advisors’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
Q3 		– Sell
-18,000
Closed -$969K – 116
2015
Q2 		$969K Buy
+18,000
New +$1.01M 0.32% 77

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 $97.9B AUM 20.73% 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 $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Private Capital Advisors's ISRG Position: Q3 2015 in Review

Private Capital Advisors sold out of Intuitive Surgical (ISRG) in Q3 2015, closing a stake of 18,000 shares — an estimated $969K sold.

Private Capital Advisors first reported a position in ISRG in Q2 2015 and held it in 1 quarter. The position peaked at $969K in Q2 2015. 506 funds tracked by Wall St. Rank hold ISRG as of Q3 2015.

  • Private Capital Advisors reported no remaining Intuitive Surgical position as of Q3 2015 after selling out during the quarter.
  • Private Capital Advisors sold 18,000 Intuitive Surgical shares in Q3 2015, an estimated $969K.
  • Private Capital Advisors first reported a position in Intuitive Surgical in Q2 2015 and held it in 1 quarter.
  • Private Capital Advisors's Intuitive Surgical position peaked at $969K in Q2 2015.
  • 506 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2015.

Based on Private Capital Advisors's 13F filing for Q3 2015, filed 6 Nov 2015.