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Fortaleza Asset Management’s Intuitive Surgical ISRG Stock Holding History

Fortaleza 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
2017
Q1 		– Sell
-63
Closed -$4K – 166
2016
Q4 		$4K Hold
63
– – 0.01% 164
2016
Q3 		$5.07K Buy
+63
New +$4.82K 0.01% 160

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Bank of New York Mellon
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Baillie Gifford & Co
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Goldman Sachs
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Capital World Investors
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Edgewood Management
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Fortaleza Asset Management's ISRG Position: Q1 2017 in Review

Fortaleza Asset Management sold out of Intuitive Surgical (ISRG) in Q1 2017, closing a stake of 63 shares — an estimated $4K sold.

Fortaleza Asset Management first reported a position in ISRG in Q3 2016 and held it in 2 quarters. The position peaked at $5.07K in Q3 2016. 613 funds tracked by Wall St. Rank hold ISRG as of Q1 2017.

  • Fortaleza Asset Management reported no remaining Intuitive Surgical position as of Q1 2017 after selling out during the quarter.
  • Fortaleza Asset Management sold 63 Intuitive Surgical shares in Q1 2017, an estimated $4K.
  • Fortaleza Asset Management first reported a position in Intuitive Surgical in Q3 2016 and held it in 2 quarters.
  • Fortaleza Asset Management's Intuitive Surgical position peaked at $5.07K in Q3 2016.
  • 613 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2017.

Based on Fortaleza Asset Management's 13F filing for Q1 2017, filed 5 May 2017.