EDRS
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Edmond de Rothschild (Suisse)’s Intuitive Surgical ISRG Stock Holding History

Edmond de Rothschild (Suisse)’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
2016
Q3 		– Sell
-9,270
Closed -$681K – 472
2016
Q2 		$681K Hold
9,270
– – 0.23% 98
2016
Q1 		$619K Buy
+9,270
New +$574K 0.26% 87

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s ISRG Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) sold out of Intuitive Surgical (ISRG) in Q3 2016, closing a stake of 9,270 shares — an estimated $681K sold.

Edmond de Rothschild (Suisse) first reported a position in ISRG in Q1 2016 and held it in 2 quarters. The position peaked at $681K in Q2 2016. 612 funds tracked by Wall St. Rank hold ISRG as of Q3 2016.

  • Edmond de Rothschild (Suisse) reported no remaining Intuitive Surgical position as of Q3 2016 after selling out during the quarter.
  • Edmond de Rothschild (Suisse) sold 9,270 Intuitive Surgical shares in Q3 2016, an estimated $681K.
  • Edmond de Rothschild (Suisse) first reported a position in Intuitive Surgical in Q1 2016 and held it in 2 quarters.
  • Edmond de Rothschild (Suisse)'s Intuitive Surgical position peaked at $681K in Q2 2016.
  • 612 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.