BKS Advisors’s Intuitive Surgical ISRG Stock Holding History

BKS Advisors’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
2019 Q1	$1.56M	Sell	8,184 -930	-10%	-$165K	0.63%	46
2018 Q4	$1.46M	Hold	9,114	–	–	0.66%	45
2018 Q3	$1.74M	Buy	9,114 +1,509	+20%	+$268K	0.64%	43
2018 Q2	$1.21M	Buy	7,605 +3,330	+78%	+$508K	0.43%	64
2018 Q1	$588K	Hold	4,275	–	–	0.21%	114
2017 Q4	$520K	Hold	4,275	–	–	0.19%	122
2017 Q3	$497K	Hold	4,275	–	–	0.19%	120
2017 Q2	$444K	Hold	4,275	–	–	0.18%	126
2017 Q1	$364K	Hold	4,275	–	–	0.16%	134
2016 Q4	$301K	Buy	+4,275	New	+$314K	0.14%	137
2016 Q3	–	Sell	-27,891	Closed	-$2.05M	–	240
2016 Q2	$2.05M	Buy	27,891 +23,895	+598%	+$1.68M	1.06%	32
2016 Q1	$267K	Hold	3,996	–	–	0.14%	132
2015 Q4	$242K	Hold	3,996	–	–	0.12%	134
2015 Q3	$204K	Hold	3,996	–	–	0.11%	139
2015 Q2	$215K	Hold	3,996	–	–	0.1%	140
2015 Q1	$224K	Buy	+3,996	New	+$226K	0.11%	137

Other funds holding ISRG

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

BKS Advisors's ISRG Position: Q1 2019 in Review

BKS Advisors reduced its Intuitive Surgical (ISRG) stake by 10% in Q1 2019, selling an estimated $165K and leaving 8,184 shares worth $1.56M. The position accounts for 0.63% of the portfolio, ranked #46.

BKS Advisors first reported a position in ISRG in Q1 2015 and has held it in 16 quarters since. The position peaked at $2.05M in Q2 2016. 946 funds tracked by Wall St. Rank hold ISRG as of Q1 2019.

BKS Advisors held 8,184 shares of Intuitive Surgical worth $1.56M as of Q1 2019.
BKS Advisors sold 930 Intuitive Surgical shares in Q1 2019, an estimated $165K.
Intuitive Surgical made up 0.63% of BKS Advisors's portfolio in Q1 2019, its #46 holding.
BKS Advisors first reported a position in Intuitive Surgical in Q1 2015 and has held it in 16 quarters since.
BKS Advisors's Intuitive Surgical position peaked at $2.05M in Q2 2016.
946 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.