CFC
ISRG icon

Coyle Financial Counsel’s Intuitive Surgical ISRG Stock Holding History

Coyle Financial Counsel’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
Q3 		– Sell
-36
Closed -$6K – 170
2018
Q2 		$6K Buy
+36
New +$5.49K 0.01% 154

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Coyle Financial Counsel's ISRG Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Intuitive Surgical (ISRG) in Q3 2018, closing a stake of 36 shares — an estimated $6K sold.

Coyle Financial Counsel first reported a position in ISRG in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 898 funds tracked by Wall St. Rank hold ISRG as of Q3 2018.

  • Coyle Financial Counsel reported no remaining Intuitive Surgical position as of Q3 2018 after selling out during the quarter.
  • Coyle Financial Counsel sold 36 Intuitive Surgical shares in Q3 2018, an estimated $6K.
  • Coyle Financial Counsel first reported a position in Intuitive Surgical in Q2 2018 and held it in 1 quarter.
  • Coyle Financial Counsel's Intuitive Surgical position peaked at $6K in Q2 2018.
  • 898 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.