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Wilmington Trust Investment Management’s Intuitive Surgical ISRG Stock Holding History

Wilmington Trust 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
Q2 		$457K Buy
9,981
+990
+11% +$43.7K 0.09% 161
2014
Q1 		$438K Buy
8,991
+2,700
+43% +$127K 0.09% 181
2013
Q4 		$268K Hold
6,291
– – 0.05% 318
2013
Q3 		$263K Hold
6,291
– – 0.06% 309
2013
Q2 		$354K Buy
+6,291
New +$347K 0.08% 244

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 $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wilmington Trust Investment Management's ISRG Position: Q2 2014 in Review

Wilmington Trust Investment Management increased its Intuitive Surgical (ISRG) stake by 11% in Q2 2014, buying an estimated $43.7K and bringing the position to 9,981 shares worth $457K. The position accounts for 0.09% of the portfolio, ranked #161.

Wilmington Trust Investment Management first reported a position in ISRG in Q2 2013 and has held it in 5 quarters since. 468 funds tracked by Wall St. Rank hold ISRG as of Q2 2014.

  • Wilmington Trust Investment Management held 9,981 shares of Intuitive Surgical worth $457K as of Q2 2014.
  • Wilmington Trust Investment Management bought 990 Intuitive Surgical shares in Q2 2014, an estimated $43.7K.
  • Intuitive Surgical made up 0.09% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #161 holding.
  • Wilmington Trust Investment Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 5 quarters since.
  • 468 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.