First Western Capital Management’s Intuitive Surgical ISRG Stock Holding History

First Western Capital Management’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 Q4	–	Sell	-18,000	Closed	-$1.45M	–	98
2016 Q3	$1.45M	Hold	18,000	–	–	0.57%	71
2016 Q2	$1.32M	Hold	18,000	–	–	0.48%	76
2016 Q1	$1.2M	Buy	+18,000	New	+$1.12M	0.43%	75

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Western Capital Management's ISRG Position: Q4 2016 in Review

First Western Capital Management sold out of Intuitive Surgical (ISRG) in Q4 2016, closing a stake of 18,000 shares — an estimated $1.45M sold.

First Western Capital Management first reported a position in ISRG in Q1 2016 and held it in 3 quarters. The position peaked at $1.45M in Q3 2016. 632 funds tracked by Wall St. Rank hold ISRG as of Q4 2016.

First Western Capital Management reported no remaining Intuitive Surgical position as of Q4 2016 after selling out during the quarter.
First Western Capital Management sold 18,000 Intuitive Surgical shares in Q4 2016, an estimated $1.45M.
First Western Capital Management first reported a position in Intuitive Surgical in Q1 2016 and held it in 3 quarters.
First Western Capital Management's Intuitive Surgical position peaked at $1.45M in Q3 2016.
632 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2016.

Based on First Western Capital Management's 13F filing for Q4 2016, filed 19 Jan 2017.