Genesis Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Genesis Wealth Advisors’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
2015 Q2	$5.33K	Buy	+99	New	+$5.54K	﹤0.01%	404

Other funds holding ISRG

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BIT

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Genesis Wealth Advisors's ISRG Position: Q2 2015 in Review

Genesis Wealth Advisors opened a new position in Intuitive Surgical (ISRG) in Q2 2015: 99 shares worth $5.33K. The stake represents ﹤0.01% of the portfolio and ranks #404 among its holdings.

487 funds tracked by Wall St. Rank hold ISRG as of Q2 2015.

Genesis Wealth Advisors held 99 shares of Intuitive Surgical worth $5.33K as of Q2 2015.
Intuitive Surgical was a new Genesis Wealth Advisors position in Q2 2015.
Intuitive Surgical made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #404 holding.
487 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.