WI
ISRG icon

WBI Investments’s Intuitive Surgical ISRG Stock Holding History

WBI 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
Q2 		– Sell
-82,458
Closed -$4.63M – 254
2015
Q1 		$4.63M Buy
+82,458
New +$4.67M 0.11% 133

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WBI Investments's ISRG Position: Q2 2015 in Review

WBI Investments sold out of Intuitive Surgical (ISRG) in Q2 2015, closing a stake of 82,458 shares — an estimated $4.63M sold.

WBI Investments first reported a position in ISRG in Q1 2015 and held it in 1 quarter. The position peaked at $4.63M in Q1 2015. 487 funds tracked by Wall St. Rank hold ISRG as of Q2 2015.

  • WBI Investments reported no remaining Intuitive Surgical position as of Q2 2015 after selling out during the quarter.
  • WBI Investments sold 82,458 Intuitive Surgical shares in Q2 2015, an estimated $4.63M.
  • WBI Investments first reported a position in Intuitive Surgical in Q1 2015 and held it in 1 quarter.
  • WBI Investments's Intuitive Surgical position peaked at $4.63M in Q1 2015.
  • 487 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2015.

Based on WBI Investments's 13F filing for Q2 2015, filed 14 Aug 2015.