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Wilmington Trust’s Intuitive Surgical ISRG Stock Holding History

Wilmington Trust’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
Q4 		– Sell
-4,959
Closed -$208K – 697
2013
Q3 		$208K Sell
4,959
-909
-15% -$40.1K ﹤0.01% 638
2013
Q2 		$330K Buy
+5,868
New +$323K 0.01% 534

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Wilmington Trust's ISRG Position: Q4 2013 in Review

Wilmington Trust sold out of Intuitive Surgical (ISRG) in Q4 2013, closing a stake of 4,959 shares — an estimated $208K sold.

Wilmington Trust first reported a position in ISRG in Q2 2013 and held it in 2 quarters. The position peaked at $330K in Q2 2013. 493 funds tracked by Wall St. Rank hold ISRG as of Q4 2013.

  • Wilmington Trust reported no remaining Intuitive Surgical position as of Q4 2013 after selling out during the quarter.
  • Wilmington Trust sold 4,959 Intuitive Surgical shares in Q4 2013, an estimated $208K.
  • Wilmington Trust first reported a position in Intuitive Surgical in Q2 2013 and held it in 2 quarters.
  • Wilmington Trust's Intuitive Surgical position peaked at $330K in Q2 2013.
  • 493 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2013.

Based on Wilmington Trust's 13F filing for Q4 2013, filed 12 Feb 2014.