Constellation Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Constellation Wealth 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
2015 Q3	–	Sell	-28,503	Closed	-$1.53M	–	120
2015 Q2	$1.53M	Sell	28,503 -819	-3%	-$45.8K	0.13%	113
2015 Q1	$1.65M	Sell	29,322 -63	-0.2%	-$3.57K	0.14%	99
2014 Q4	$1.73M	Hold	29,385	–	–	0.14%	86
2014 Q3	$1.51M	Buy	29,385 +351	+1%	+$17.4K	0.14%	93
2014 Q2	$1.33M	Sell	29,034 -36,252	-56%	-$1.6M	0.15%	96
2014 Q1	$3.18M	Buy	65,286 +531	+0.8%	+$25K	0.31%	76
2013 Q4	$2.76M	Buy	64,755 +8,154	+14%	+$343K	0.27%	94
2013 Q3	$2.37M	Buy	56,601 +20,124	+55%	+$889K	0.27%	93
2013 Q2	$2.05M	Buy	+36,477	New	+$2.01M	0.25%	86

Other funds holding ISRG

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Constellation Wealth Advisors's ISRG Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q3 2015, closing a stake of 28,503 shares — an estimated $1.53M sold.

Constellation Wealth Advisors first reported a position in ISRG in Q2 2013 and held it in 9 quarters. The position peaked at $3.18M in Q1 2014. 506 funds tracked by Wall St. Rank hold ISRG as of Q3 2015.

Constellation Wealth Advisors reported no remaining Intuitive Surgical position as of Q3 2015 after selling out during the quarter.
Constellation Wealth Advisors sold 28,503 Intuitive Surgical shares in Q3 2015, an estimated $1.53M.
Constellation Wealth Advisors first reported a position in Intuitive Surgical in Q2 2013 and held it in 9 quarters.
Constellation Wealth Advisors's Intuitive Surgical position peaked at $3.18M in Q1 2014.
506 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.