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Woodmont Investment Counsel’s Intuitive Surgical ISRG Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-486
Closed -$39K – 402
2016
Q3 		$39K Buy
+486
New +$37.2K 0.01% 287

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Woodmont Investment Counsel's ISRG Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Intuitive Surgical (ISRG) in Q4 2016, closing a stake of 486 shares — an estimated $39K sold.

Woodmont Investment Counsel first reported a position in ISRG in Q3 2016 and held it in 1 quarter. The position peaked at $39K in Q3 2016. 632 funds tracked by Wall St. Rank hold ISRG as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Intuitive Surgical position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 486 Intuitive Surgical shares in Q4 2016, an estimated $39K.
  • Woodmont Investment Counsel first reported a position in Intuitive Surgical in Q3 2016 and held it in 1 quarter.
  • Woodmont Investment Counsel's Intuitive Surgical position peaked at $39K in Q3 2016.
  • 632 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.