Geneva Advisors’s Intuitive Surgical ISRG Stock Holding History

Geneva 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
2017 Q2	$54.6M	Buy	525,834 +17,757	+3%	+$1.71M	0.94%	35
2017 Q1	$43.3M	Sell	508,077 -31,707	-6%	-$2.5M	0.77%	42
2016 Q4	$38M	Sell	539,784 -54,882	-9%	-$4.04M	0.74%	46
2016 Q3	$47.9M	Buy	594,666 +149,778	+34%	+$11.5M	0.9%	39
2016 Q2	$32.7M	Buy	444,888 +436,311	+5,087%	+$30.7M	0.65%	56
2016 Q1	$573K	Buy	8,577 +90	+1%	+$5.58K	0.01%	404
2015 Q4	$515K	Hold	8,487	–	–	0.01%	412
2015 Q3	$433K	Sell	8,487 -1,080	-11%	-$61.2K	0.01%	416
2015 Q2	$515K	Sell	9,567 -855	-8%	-$47.8K	0.01%	422
2015 Q1	$585K	Sell	10,422 -22,275	-68%	-$1.26M	0.01%	385
2014 Q4	$1.92M	Buy	32,697 +21,861	+202%	+$1.22M	0.04%	205
2014 Q3	$556K	Sell	10,836 -1,152	-10%	-$57.2K	0.01%	401
2014 Q2	$549K	Buy	11,988 +270	+2%	+$11.9K	0.01%	419
2014 Q1	$570K	Sell	11,718 -1,125	-9%	-$53K	0.01%	363
2013 Q4	$548K	Sell	12,843 -1,341	-9%	-$56.4K	0.01%	320
2013 Q3	$593K	Sell	14,184 -883,278	-98%	-$39M	0.01%	313
2013 Q2	$50.5M	Buy	+897,462	New	+$49.4M	1.17%	33

Other funds holding ISRG

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geneva Advisors's ISRG Position: Q2 2017 in Review

Geneva Advisors increased its Intuitive Surgical (ISRG) stake by 3.5% in Q2 2017, buying an estimated $1.71M and bringing the position to 525,834 shares worth $54.6M. The position accounts for 0.94% of the portfolio, ranked #35.

Geneva Advisors first reported a position in ISRG in Q2 2013 and has held it in 17 quarters since. 635 funds tracked by Wall St. Rank hold ISRG as of Q2 2017.

Geneva Advisors held 525,834 shares of Intuitive Surgical worth $54.6M as of Q2 2017.
Geneva Advisors bought 17,757 Intuitive Surgical shares in Q2 2017, an estimated $1.71M.
Intuitive Surgical made up 0.94% of Geneva Advisors's portfolio in Q2 2017, its #35 holding.
Geneva Advisors first reported a position in Intuitive Surgical in Q2 2013 and has held it in 17 quarters since.
635 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.