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Round Table Investment Management’s Intuitive Surgical ISRG Stock Holding History

Round Table Investment Management’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
Q1 		– Sell
-17,352
Closed -$741K – 63
2013
Q4 		$741K Buy
+17,352
New +$730K 0.08% 43

Other funds holding ISRG

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T. Rowe Price Associates
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Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Round Table Investment Management's ISRG Position: Q1 2014 in Review

Round Table Investment Management sold out of Intuitive Surgical (ISRG) in Q1 2014, closing a stake of 17,352 shares — an estimated $741K sold.

Round Table Investment Management first reported a position in ISRG in Q4 2013 and held it in 1 quarter. The position peaked at $741K in Q4 2013. 481 funds tracked by Wall St. Rank hold ISRG as of Q1 2014.

  • Round Table Investment Management reported no remaining Intuitive Surgical position as of Q1 2014 after selling out during the quarter.
  • Round Table Investment Management sold 17,352 Intuitive Surgical shares in Q1 2014, an estimated $741K.
  • Round Table Investment Management first reported a position in Intuitive Surgical in Q4 2013 and held it in 1 quarter.
  • Round Table Investment Management's Intuitive Surgical position peaked at $741K in Q4 2013.
  • 481 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2014.

Based on Round Table Investment Management's 13F filing for Q1 2014, filed 15 May 2014.