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Donoghue Forlines’s Intuitive Surgical ISRG Stock Holding History

Donoghue Forlines’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
-21,294
Closed -$2.59M – 168
2017
Q4 		$2.59M Buy
+21,294
New +$2.66M 0.2% 103
2017
Q3 		– Sell
-22,185
Closed -$2.31M – 98
2017
Q2 		$2.31M Buy
+22,185
New +$2.13M 0.26% 57

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Donoghue Forlines's ISRG Position: Q1 2018 in Review

Donoghue Forlines sold out of Intuitive Surgical (ISRG) in Q1 2018, closing a stake of 21,294 shares — an estimated $2.59M sold.

Donoghue Forlines first reported a position in ISRG in Q2 2017 and held it in 2 quarters. The position peaked at $2.59M in Q4 2017. 791 funds tracked by Wall St. Rank hold ISRG as of Q1 2018.

  • Donoghue Forlines reported no remaining Intuitive Surgical position as of Q1 2018 after selling out during the quarter.
  • Donoghue Forlines sold 21,294 Intuitive Surgical shares in Q1 2018, an estimated $2.59M.
  • Donoghue Forlines first reported a position in Intuitive Surgical in Q2 2017 and held it in 2 quarters.
  • Donoghue Forlines's Intuitive Surgical position peaked at $2.59M in Q4 2017.
  • 791 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2018.

Based on Donoghue Forlines's 13F filing for Q1 2018, filed 3 May 2018.