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FCM Investments’s Intuitive Surgical ISRG Stock Holding History

FCM Investments’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
Q4 		$5.27M Sell
43,290
-5,391
-11% -$675K 7.51% 4
2017
Q3 		$5.66M Sell
48,681
-1,575
-3% -$172K 6.7% 4
2017
Q2 		$5.22M Sell
50,256
-32,049
-39% -$3.08M 3.99% 7
2017
Q1 		$7.01M Sell
82,305
-8,415
-9% -$665K 4.42% 6
2016
Q4 		$6.39M Sell
90,720
-1,071
-1% -$78.7K 3.87% 7
2016
Q3 		$7.39M Sell
91,791
-387
-0.4% -$29.6K 4.14% 6
2016
Q2 		$6.77M Buy
92,178
+3,384
+4% +$238K 4.02% 6
2016
Q1 		$5.93M Sell
88,794
-4,410
-5% -$273K 3.16% 8
2015
Q4 		$5.66M Buy
93,204
+675
+0.7% +$37.9K 2.93% 10
2015
Q3 		$4.72M Sell
92,529
-2,367
-2% -$134K 2.33% 12
2015
Q2 		$5.11M Sell
94,896
-153
-0.2% -$8.56K 2.44% 9
2015
Q1 		$5.33M Sell
95,049
-2,205
-2% -$125K 2.58% 10
2014
Q4 		$5.72M Sell
97,254
-1,350
-1% -$75.2K 2.68% 11
2014
Q3 		$5.06M Sell
98,604
-6,021
-6% -$299K 2.3% 11
2014
Q2 		$4.79M Hold
104,625
– – 2.19% 13
2014
Q1 		$5.09M Hold
104,625
– – 2.12% 12
2013
Q4 		$4.46M Sell
104,625
-1,080
-1% -$45.4K 1.83% 16
2013
Q3 		$4.42M Sell
105,705
-1,620
-2% -$71.5K 1.77% 17
2013
Q2 		$6.04M Buy
+107,325
New +$5.91M 2.69% 13

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
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
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

FCM Investments's ISRG Position: Q4 2017 in Review

FCM Investments reduced its Intuitive Surgical (ISRG) stake by 11% in Q4 2017, selling an estimated $675K and leaving 43,290 shares worth $5.27M. The position accounts for 7.51% of the portfolio, ranked #4.

FCM Investments first reported a position in ISRG in Q2 2013 and has held it in 19 quarters since. The position peaked at $7.39M in Q3 2016. 757 funds tracked by Wall St. Rank hold ISRG as of Q4 2017.

  • FCM Investments held 43,290 shares of Intuitive Surgical worth $5.27M as of Q4 2017.
  • FCM Investments sold 5,391 Intuitive Surgical shares in Q4 2017, an estimated $675K.
  • Intuitive Surgical made up 7.51% of FCM Investments's portfolio in Q4 2017, its #4 holding.
  • FCM Investments first reported a position in Intuitive Surgical in Q2 2013 and has held it in 19 quarters since.
  • FCM Investments's Intuitive Surgical position peaked at $7.39M in Q3 2016.
  • 757 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2017.

Based on FCM Investments's 13F filing for Q4 2017, filed 17 Jan 2018.