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Columbia Partners Investment Management’s Intuitive Surgical ISRG Stock Holding History

Columbia Partners Investment Management’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
2018
Q1 		– Sell
-4,572
Closed -$556K – 232
2017
Q4 		$556K Hold
4,572
– – 0.07% 184
2017
Q3 		$531K Sell
4,572
-3,816
-45% -$416K 0.07% 183
2017
Q2 		$871K Buy
8,388
+306
+4% +$29.4K 0.11% 186
2017
Q1 		$688K Sell
8,082
-6,120
-43% -$483K 0.09% 195
2016
Q4 		$1M Sell
14,202
-252
-2% -$18.5K 0.09% 233
2016
Q3 		$1.16M Buy
14,454
+216
+2% +$16.5K 0.09% 230
2016
Q2 		$1.05M Buy
14,238
+360
+3% +$25.3K 0.08% 270
2016
Q1 		$926K Buy
13,878
+828
+6% +$51.3K 0.07% 286
2015
Q4 		$791K Sell
13,050
-216
-2% -$12.1K 0.05% 307
2015
Q3 		$677K Buy
13,266
+90
+0.7% +$5.1K 0.05% 321
2015
Q2 		$709K Sell
13,176
-72
-0.5% -$4.03K 0.04% 244
2015
Q1 		$743K Buy
13,248
+648
+5% +$36.7K 0.04% 288
2014
Q4 		$740K Buy
+12,600
New +$702K 0.04% 308

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Columbia Partners Investment Management's ISRG Position: Q1 2018 in Review

Columbia Partners Investment Management sold out of Intuitive Surgical (ISRG) in Q1 2018, closing a stake of 4,572 shares — an estimated $556K sold.

Columbia Partners Investment Management first reported a position in ISRG in Q4 2014 and held it in 13 quarters. The position peaked at $1.16M in Q3 2016. 791 funds tracked by Wall St. Rank hold ISRG as of Q1 2018.

  • Columbia Partners Investment Management reported no remaining Intuitive Surgical position as of Q1 2018 after selling out during the quarter.
  • Columbia Partners Investment Management sold 4,572 Intuitive Surgical shares in Q1 2018, an estimated $556K.
  • Columbia Partners Investment Management first reported a position in Intuitive Surgical in Q4 2014 and held it in 13 quarters.
  • Columbia Partners Investment Management's Intuitive Surgical position peaked at $1.16M in Q3 2016.
  • 791 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2018.

Based on Columbia Partners Investment Management's 13F filing for Q1 2018, filed 15 May 2018.