Appropriate Balance Financial Services’s Intuitive Surgical ISRG Stock Holding History

Appropriate Balance Financial Services’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
2017 Q3	$775	Buy	7,290 +1,305	+22%	+$142K	0.04%	29
2017 Q2	$712	Buy	5,985 +990	+20%	+$95.1K	0.04%	28
2017 Q1	$725	Sell	4,995 -2,043	-29%	-$161K	0.04%	29
2016 Q4	$495K	Sell	7,038 -855	-11%	-$62.9K	0.3%	26
2016 Q3	$635K	Sell	7,893 -342	-4%	-$26.2K	0.41%	19
2016 Q2	$605K	Sell	8,235 -72	-0.9%	-$5.07K	0.4%	18
2016 Q1	$554K	Buy	+8,307	New	+$515K	0.38%	21

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Appropriate Balance Financial Services's ISRG Position: Q3 2017 in Review

Appropriate Balance Financial Services increased its Intuitive Surgical (ISRG) stake by 22% in Q3 2017, buying an estimated $142K and bringing the position to 7,290 shares worth $775. The position accounts for 0.04% of the portfolio, ranked #29.

Appropriate Balance Financial Services first reported a position in ISRG in Q1 2016 and has held it in 7 quarters since. The position peaked at $635K in Q3 2016. 648 funds tracked by Wall St. Rank hold ISRG as of Q3 2017.

Appropriate Balance Financial Services held 7,290 shares of Intuitive Surgical worth $775 as of Q3 2017.
Appropriate Balance Financial Services bought 1,305 Intuitive Surgical shares in Q3 2017, an estimated $142K.
Intuitive Surgical made up 0.04% of Appropriate Balance Financial Services's portfolio in Q3 2017, its #29 holding.
Appropriate Balance Financial Services first reported a position in Intuitive Surgical in Q1 2016 and has held it in 7 quarters since.
Appropriate Balance Financial Services's Intuitive Surgical position peaked at $635K in Q3 2016.
648 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2017.

Based on Appropriate Balance Financial Services's 13F filing for Q3 2017, filed 10 Oct 2017.