Concert Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Concert Wealth 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
2017 Q3	–	Sell	-13,500	Closed	-$1.4M	–	81
2017 Q2	$1.4M	Sell	13,500 -10,989	-45%	-$1.06M	1.36%	14
2017 Q1	$1.73M	Hold	24,489	–	–	0.39%	62
2016 Q4	$1.73M	Buy	24,489 +459	+2%	+$33.7K	0.38%	63
2016 Q3	$1.94M	Sell	24,030 -9	-0%	-$689	0.24%	104
2016 Q2	$1.77M	Sell	24,039 -90	-0.4%	-$6.33K	0.24%	111
2016 Q1	$1.61M	Buy	24,129 +234	+1%	+$14.5K	0.22%	121
2015 Q4	$1.45M	Sell	23,895 -153	-0.6%	-$8.59K	0.19%	129
2015 Q3	$1.23M	Buy	24,048 +261	+1%	+$14.8K	0.17%	154
2015 Q2	$1.28M	Buy	+23,787	New	+$1.33M	0.17%	150

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

Concert Wealth Management's ISRG Position: Q3 2017 in Review

Concert Wealth Management sold out of Intuitive Surgical (ISRG) in Q3 2017, closing a stake of 13,500 shares — an estimated $1.4M sold.

Concert Wealth Management first reported a position in ISRG in Q2 2015 and held it in 9 quarters. The position peaked at $1.94M in Q3 2016. 648 funds tracked by Wall St. Rank hold ISRG as of Q3 2017.

Concert Wealth Management reported no remaining Intuitive Surgical position as of Q3 2017 after selling out during the quarter.
Concert Wealth Management sold 13,500 Intuitive Surgical shares in Q3 2017, an estimated $1.4M.
Concert Wealth Management first reported a position in Intuitive Surgical in Q2 2015 and held it in 9 quarters.
Concert Wealth Management's Intuitive Surgical position peaked at $1.94M in Q3 2016.
648 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.