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Delphi Private Advisors’s Intuitive Surgical ISRG Stock Holding History

Delphi Private 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
2017
Q1 		– Sell
-18
Closed -$1K – 199
2016
Q4 		$1K Hold
18
– – ﹤0.01% 228
2016
Q3 		$1K Sell
18
-27
-60% -$2.07K ﹤0.01% 361
2016
Q2 		$3K Hold
45
– – 0.01% 220
2016
Q1 		$3K Sell
45
-9
-17% -$558 0.01% 210
2015
Q4 		$3K Buy
+54
New +$3.03K 0.01% 240

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Delphi Private Advisors's ISRG Position: Q1 2017 in Review

Delphi Private Advisors sold out of Intuitive Surgical (ISRG) in Q1 2017, closing a stake of 18 shares — an estimated $1K sold.

Delphi Private Advisors first reported a position in ISRG in Q4 2015 and held it in 5 quarters. The position peaked at $3K in Q2 2016. 613 funds tracked by Wall St. Rank hold ISRG as of Q1 2017.

  • Delphi Private Advisors reported no remaining Intuitive Surgical position as of Q1 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 18 Intuitive Surgical shares in Q1 2017, an estimated $1K.
  • Delphi Private Advisors first reported a position in Intuitive Surgical in Q4 2015 and held it in 5 quarters.
  • Delphi Private Advisors's Intuitive Surgical position peaked at $3K in Q2 2016.
  • 613 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.