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Stifel Nicolaus & Co’s Intuitive Surgical ISRG Stock Holding History

Stifel Nicolaus & Co’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 		$215K Sell
5,139
-7,542
-59% -$333K ﹤0.01% 1330
2013
Q2 		$713K Buy
+12,681
New +$699K 0.01% 734

Other funds holding ISRG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Nicolaus & Co's ISRG Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Intuitive Surgical (ISRG) stake by 59% in Q3 2013, selling an estimated $333K and leaving 5,139 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Stifel Nicolaus & Co first reported a position in ISRG in Q2 2013 and has held it in 2 quarters since. The position peaked at $713K in Q2 2013. 470 funds tracked by Wall St. Rank hold ISRG as of Q3 2013.

  • Stifel Nicolaus & Co held 5,139 shares of Intuitive Surgical worth $215K as of Q3 2013.
  • Stifel Nicolaus & Co sold 7,542 Intuitive Surgical shares in Q3 2013, an estimated $333K.
  • Intuitive Surgical made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1330 holding.
  • Stifel Nicolaus & Co first reported a position in Intuitive Surgical in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Intuitive Surgical position peaked at $713K in Q2 2013.
  • 470 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.