Genovese Burford & Brothers Wealth & Retirement Plan Management’s Intuitive Surgical ISRG Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018 Q3	–	Sell	-225	Closed	-$36K	–	217
2018 Q2	$36K	Hold	225	–	–	0.01%	203
2018 Q1	$31K	Hold	225	–	–	0.01%	214
2017 Q4	$33K	Hold	225	–	–	0.09%	113
2017 Q3	$26K	Hold	225	–	–	0.01%	195
2017 Q2	$23K	Hold	225	–	–	0.01%	204
2017 Q1	$20K	Hold	225	–	–	0.01%	237
2016 Q4	$16K	Hold	225	–	–	﹤0.01%	275
2016 Q3	$18K	Hold	225	–	–	0.01%	245
2016 Q2	$16K	Hold	225	–	–	0.01%	236
2016 Q1	$15K	Hold	225	–	–	0.01%	228
2015 Q4	$14K	Buy	+225	New	+$12.6K	0.01%	233

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's ISRG Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Intuitive Surgical (ISRG) in Q3 2018, closing a stake of 225 shares — an estimated $36K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in ISRG in Q4 2015 and held it in 11 quarters. The position peaked at $36K in Q2 2018. 899 funds tracked by Wall St. Rank hold ISRG as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Intuitive Surgical position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 225 Intuitive Surgical shares in Q3 2018, an estimated $36K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Intuitive Surgical in Q4 2015 and held it in 11 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Intuitive Surgical position peaked at $36K in Q2 2018.
899 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.