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Regal Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Regal Investment 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
2013
Q3 		– Sell
-495
Closed -$28K – 907
2013
Q2 		$28K Buy
+495
New +$27.3K 0.02% 385

Other funds holding ISRG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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 $3.38T AUM 44.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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 $2.3T AUM 54.33% 1-Year Est. Return

Regal Investment Advisors's ISRG Position: Q3 2013 in Review

Regal Investment Advisors sold out of Intuitive Surgical (ISRG) in Q3 2013, closing a stake of 495 shares — an estimated $28K sold.

Regal Investment Advisors first reported a position in ISRG in Q2 2013 and held it in 1 quarter. The position peaked at $28K in Q2 2013. 470 funds tracked by Wall St. Rank hold ISRG as of Q3 2013.

  • Regal Investment Advisors reported no remaining Intuitive Surgical position as of Q3 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 495 Intuitive Surgical shares in Q3 2013, an estimated $28K.
  • Regal Investment Advisors first reported a position in Intuitive Surgical in Q2 2013 and held it in 1 quarter.
  • Regal Investment Advisors's Intuitive Surgical position peaked at $28K in Q2 2013.
  • 470 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2013.

Based on Regal Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.