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Cobiz Wealth’s Intuitive Surgical ISRG Stock Holding History

Cobiz Wealth’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
Q2 		– Sell
-1,200
Closed -$228K – 117
2019
Q1 		$228K Sell
1,200
-405
-25% -$72K 0.04% 107
2018
Q4 		$256K Buy
1,605
+9
+0.6% +$1.52K 0.06% 109
2018
Q3 		$305K Hold
1,596
– – 0.06% 107
2018
Q2 		$255K Hold
1,596
– – 0.05% 118
2018
Q1 		$220K Buy
+1,596
New +$223K 0.05% 125

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Cobiz Wealth's ISRG Position: Q2 2019 in Review

Cobiz Wealth sold out of Intuitive Surgical (ISRG) in Q2 2019, closing a stake of 1,200 shares — an estimated $228K sold.

Cobiz Wealth first reported a position in ISRG in Q1 2018 and held it in 5 quarters. The position peaked at $305K in Q3 2018. 915 funds tracked by Wall St. Rank hold ISRG as of Q2 2019.

  • Cobiz Wealth reported no remaining Intuitive Surgical position as of Q2 2019 after selling out during the quarter.
  • Cobiz Wealth sold 1,200 Intuitive Surgical shares in Q2 2019, an estimated $228K.
  • Cobiz Wealth first reported a position in Intuitive Surgical in Q1 2018 and held it in 5 quarters.
  • Cobiz Wealth's Intuitive Surgical position peaked at $305K in Q3 2018.
  • 915 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2019.

Based on Cobiz Wealth's 13F filing for Q2 2019, filed 8 Jul 2019.