Formidable Asset Management’s Intuitive Surgical ISRG Stock Holding History

Formidable Asset 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 Q2	–	Sell	-153	Closed	-$10K	–	297
2016 Q1	$10K	Hold	153	–	–	0.01%	351
2015 Q4	$9K	Hold	153	–	–	0.01%	395
2015 Q3	$7K	Hold	153	–	–	﹤0.01%	455
2015 Q2	$8K	Hold	153	–	–	0.01%	391
2015 Q1	$8K	Hold	153	–	–	0.01%	379
2014 Q4	$9K	Hold	153	–	–	0.01%	347
2014 Q3	$8K	Hold	153	–	–	0.01%	358
2014 Q2	$7K	Hold	153	–	–	﹤0.01%	394
2014 Q1	$6K	Hold	153	–	–	﹤0.01%	364
2013 Q4	$7K	Hold	153	–	–	﹤0.01%	377
2013 Q3	$6K	Buy	+153	New	+$6.76K	0.01%	348

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIT

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BFA

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

Formidable Asset Management's ISRG Position: Q2 2016 in Review

Formidable Asset Management sold out of Intuitive Surgical (ISRG) in Q2 2016, closing a stake of 153 shares — an estimated $10K sold.

Formidable Asset Management first reported a position in ISRG in Q3 2013 and held it in 11 quarters. The position peaked at $10K in Q1 2016. 578 funds tracked by Wall St. Rank hold ISRG as of Q2 2016.

Formidable Asset Management reported no remaining Intuitive Surgical position as of Q2 2016 after selling out during the quarter.
Formidable Asset Management sold 153 Intuitive Surgical shares in Q2 2016, an estimated $10K.
Formidable Asset Management first reported a position in Intuitive Surgical in Q3 2013 and held it in 11 quarters.
Formidable Asset Management's Intuitive Surgical position peaked at $10K in Q1 2016.
578 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.