Intuitive Surgical (ISRG) Shareholder Wetherby Asset Management Lifted Stake by $338,720; Enterprise Financial Services Increased Apple (AAPL) Position by $498,212

May 25, 2018 - By Louis Casey

Intuitive Surgical, Inc. (NASDAQ:ISRG) Logo

Wetherby Asset Management Inc increased its stake in Intuitive Surgical Inc (ISRG) by 227.45% based on its latest 2017Q4 regulatory filing with the SEC. Wetherby Asset Management Inc bought 928 shares as the company’s stock rose 11.58% while stock markets declined. The institutional investor held 1,336 shares of the health care company at the end of 2017Q4, valued at $488,000, up from 408 at the end of the previous reported quarter. Wetherby Asset Management Inc who had been investing in Intuitive Surgical Inc for a number of months, seems to be bullish on the $51.73 billion market cap company. The stock decreased 0.27% or $1.23 during the last trading session, reaching $456.56. About 414,632 shares traded. Intuitive Surgical, Inc. (NASDAQ:ISRG) has risen 58.43% since May 25, 2017 and is uptrending. It has outperformed by 46.88% the S&P500.

Enterprise Financial Services Corp increased its stake in Apple Inc (AAPL) by 23.81% based on its latest 2017Q4 regulatory filing with the SEC. Enterprise Financial Services Corp bought 2,948 shares as the company’s stock declined 3.81% with the market. The institutional investor held 15,330 shares of the computer manufacturing company at the end of 2017Q4, valued at $2.59 million, up from 12,382 at the end of the previous reported quarter. Enterprise Financial Services Corp who had been investing in Apple Inc for a number of months, seems to be bullish on the $926.90 billion market cap company. The stock increased 0.23% or $0.43 during the last trading session, reaching $188.58. About 15.45 million shares traded. Apple Inc. (NASDAQ:AAPL) has risen 19.49% since May 25, 2017 and is uptrending. It has outperformed by 7.94% the S&P500.

More notable recent Apple Inc. (NASDAQ:AAPL) news were published by: Livetradingnews.com which released: “Apple Inc. (NASDAQ:AAPL) Stock Consolidating” on May 25, 2018, also Thestreet.com with their article: “How to Trade Apple Ahead of Alphabet’s Launch of YouTube Music” published on May 21, 2018, Livetradingnews.com published: “Apple Inc. (NASDAQ:AAPL) Heffx Stock Technicals” on May 23, 2018. More interesting news about Apple Inc. (NASDAQ:AAPL) were released by: Bizjournals.com and their article: “Editor’s Notebook: NC wants Apple and Amazon, but HB2 issues linger” published on May 22, 2018 as well as Seekingalpha.com‘s news article titled: “Trading Mistake 8 (Apple): Poor Profit-Taking” with publication date: May 23, 2018.

Among 56 analysts covering Apple Inc. (NASDAQ:AAPL), 37 have Buy rating, 1 Sell and 18 Hold. Therefore 66% are positive. Apple Inc. had 417 analyst reports since July 21, 2015 according to SRatingsIntel. The rating was maintained by Piper Jaffray with “Buy” on Monday, July 10. RBC Capital Markets maintained the stock with “Buy” rating in Friday, September 11 report. BMO Capital Markets maintained the stock with “Buy” rating in Friday, September 11 report. The rating was maintained by Guggenheim on Tuesday, January 30 with “Buy”. The firm earned “Buy” rating on Friday, September 11 by Stifel Nicolaus. Rosenblatt maintained the shares of AAPL in report on Wednesday, March 7 with “Buy” rating. The stock of Apple Inc. (NASDAQ:AAPL) has “Hold” rating given on Monday, July 10 by KeyBanc Capital Markets. The rating was maintained by Morgan Stanley on Wednesday, January 27 with “Overweight”. The firm has “Hold” rating by Wells Fargo given on Thursday, April 19. BMO Capital Markets maintained the stock with “Outperform” rating in Wednesday, July 27 report.

Investors sentiment increased to 0.73 in Q4 2017. Its up 0.03, from 0.7 in 2017Q3. It is positive, as 50 investors sold AAPL shares while 1023 reduced holdings. 151 funds opened positions while 637 raised stakes. 2.98 billion shares or 0.18% more from 2.97 billion shares in 2017Q3 were reported. Phocas invested in 0.12% or 8,758 shares. Jaffetilchin Partners Lc invested in 38,722 shares. Maple Capital invested 3.23% in Apple Inc. (NASDAQ:AAPL). Regions holds 1.09% of its portfolio in Apple Inc. (NASDAQ:AAPL) for 593,327 shares. Epoch Investment Prns, a New York-based fund reported 5.44 million shares. Pathstone Family Office Ltd Limited Liability Company stated it has 1.2% of its portfolio in Apple Inc. (NASDAQ:AAPL). Virginia Retirement Et Al holds 3.28% of its portfolio in Apple Inc. (NASDAQ:AAPL) for 1.64 million shares. 41.23 million are held by Morgan Stanley. 122,619 were accumulated by Sabal. Harvest Cap Mngmt reported 0.38% stake. Parkside Fin Bancshares And Tru invested in 1.74% or 28,085 shares. Moller Fin Svcs has invested 0.21% in Apple Inc. (NASDAQ:AAPL). Weatherstone Capital holds 5,997 shares or 0.67% of its portfolio. Willow Creek Wealth Mgmt Inc, a California-based fund reported 15,268 shares. Academy Capital Management Tx accumulated 3.06% or 65,570 shares.

Since December 7, 2017, it had 0 insider buys, and 10 insider sales for $47.05 million activity. KONDO CHRIS also sold $910,129 worth of Apple Inc. (NASDAQ:AAPL) shares. $6.75 million worth of Apple Inc. (NASDAQ:AAPL) shares were sold by AHRENDTS ANGELA J. On Wednesday, May 9 the insider LEVINSON ARTHUR D sold $6.51 million. 15,641 shares valued at $2.73 million were sold by Riccio Daniel J. on Friday, January 5. SCHILLER PHILIP W sold $11.56M worth of stock. Maestri Luca sold $6.83 million worth of stock or 39,122 shares.

More notable recent Intuitive Surgical, Inc. (NASDAQ:ISRG) news were published by: Seekingalpha.com which released: “Intuitive Surgical At The Cutting Edge” on May 13, 2018, also Nasdaq.com with their article: “Carve Through Weakness in Mazor Robotics Ltd. Stock With Surgical Precision” published on May 14, 2018, Investorplace.com published: “Does Intuitive Surgical, Inc. Have Any More Room to Run?” on May 11, 2018. More interesting news about Intuitive Surgical, Inc. (NASDAQ:ISRG) were released by: Seekingalpha.com and their article: “Earnings Season’s Biggest Winners And Losers… So Far” published on April 26, 2018 as well as Nasdaq.com‘s news article titled: “New Study Shows Robotic-Assisted Surgery Benefits for Inguinal Hernia Repair” with publication date: May 03, 2018.

Wetherby Asset Management Inc, which manages about $3.65B and $720.69 million US Long portfolio, decreased its stake in Apple Inc (NASDAQ:AAPL) by 8,199 shares to 149,278 shares, valued at $25.26 million in 2017Q4, according to the filing. It also reduced its holding in Arista Networks Inc (NYSE:ANET) by 20,929 shares in the quarter, leaving it with 25,206 shares, and cut its stake in Box Inc.

Investors sentiment increased to 12.48 in Q4 2017. Its up 11.44, from 1.04 in 2017Q3. It improved, as 23 investors sold ISRG shares while 21 reduced holdings. 91 funds opened positions while 458 raised stakes. 191.92 million shares or 430.23% more from 36.20 million shares in 2017Q3 were reported. Redmond Asset Mngmt Ltd Liability stated it has 4,554 shares or 0.71% of all its holdings. Drw Ltd Limited Liability Company, a Illinois-based fund reported 1,560 shares. Invesco Limited stated it has 0.18% of its portfolio in Intuitive Surgical, Inc. (NASDAQ:ISRG). Pension Serv stated it has 97,553 shares. Commonwealth Savings Bank Of stated it has 0.02% in Intuitive Surgical, Inc. (NASDAQ:ISRG). Ibm Retirement Fund, a New York-based fund reported 2,724 shares. Franklin Resources accumulated 664,784 shares or 0.12% of the stock. Vantage Investment Advsr Limited Liability Corp has 0.01% invested in Intuitive Surgical, Inc. (NASDAQ:ISRG) for 91 shares. Brighton Jones Limited Liability Company stated it has 2,525 shares or 0.11% of all its holdings. Tarbox Family Office Inc owns 50 shares. 5,833 are owned by Hightower Advsr Lc. Cornerstone accumulated 81 shares. Advisor Ptnrs Ltd invested 0.16% in Intuitive Surgical, Inc. (NASDAQ:ISRG). Pub Employees Retirement Association Of Colorado owns 20,861 shares or 0.05% of their US portfolio. Liberty Mutual Gp Asset owns 4,458 shares.

Since January 30, 2018, it had 0 buys, and 24 sales for $117.80 million activity. Another trade for 7,724 shares valued at $3.20 million was sold by GUTHART GARY S. BARRATT CRAIG H also sold $1.11M worth of Intuitive Surgical, Inc. (NASDAQ:ISRG) shares. $420,006 worth of Intuitive Surgical, Inc. (NASDAQ:ISRG) was sold by RUBASH MARK J on Monday, March 5. Another trade for 2,181 shares valued at $999,198 was made by Friedman Michael A on Thursday, April 19. Samath Jamie sold $413,172 worth of stock. Rosa David J. sold $24.68 million worth of stock or 54,000 shares.

Among 20 analysts covering Intuitive Surgical Inc (NASDAQ:ISRG), 14 have Buy rating, 1 Sell and 5 Hold. Therefore 70% are positive. Intuitive Surgical Inc had 77 analyst reports since July 22, 2015 according to SRatingsIntel. Morgan Stanley maintained the shares of ISRG in report on Tuesday, July 25 with “Overweight” rating. The stock of Intuitive Surgical, Inc. (NASDAQ:ISRG) earned “Buy” rating by Wedbush on Tuesday, October 10. The rating was maintained by Leerink Swann with “Buy” on Thursday, January 18. Morgan Stanley maintained the stock with “Overweight” rating in Friday, October 20 report. Canaccord Genuity maintained Intuitive Surgical, Inc. (NASDAQ:ISRG) on Wednesday, July 20 with “Buy” rating. Wells Fargo initiated Intuitive Surgical, Inc. (NASDAQ:ISRG) on Thursday, October 13 with “Outperform” rating. The firm has “Buy” rating given on Friday, July 21 by J.P. Morgan. The firm earned “Hold” rating on Wednesday, April 18 by RBC Capital Markets. The stock of Intuitive Surgical, Inc. (NASDAQ:ISRG) has “Sector Perform” rating given on Thursday, January 7 by RBC Capital Markets. On Monday, January 4 the stock rating was upgraded by Morgan Stanley to “Overweight”.

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