Gerstein Fisher’s Intuitive Surgical ISRG Stock Holding History

Gerstein Fisher’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 Q3	$811K	Buy	10,071 +36	+0.4%	+$2.76K	0.1%	182
2016 Q2	$737K	Sell	10,035 -1,746	-15%	-$123K	0.1%	180
2016 Q1	$787K	Sell	11,781 -387	-3%	-$24K	0.11%	164
2015 Q4	$738K	Sell	12,168 -81	-0.7%	-$4.55K	0.1%	176
2015 Q3	$625K	Buy	12,249 +9	+0.1%	+$510	0.09%	194
2015 Q2	$659K	Buy	12,240 +270	+2%	+$15.1K	0.11%	194
2015 Q1	$672K	Buy	11,970 +4,059	+51%	+$230K	0.11%	181
2014 Q4	$465K	Sell	7,911 -27	-0.3%	-$1.5K	0.08%	234
2014 Q3	$407K	Buy	+7,938	New	+$394K	0.07%	237
2013 Q3	–	Sell	-5,859	Closed	-$330K	–	371
2013 Q2	$330K	Buy	+5,859	New	+$323K	0.08%	222

Other funds holding ISRG

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

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

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

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

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

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

BIT

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

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

BFA

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

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

Gerstein Fisher's ISRG Position: Q3 2016 in Review

Gerstein Fisher increased its Intuitive Surgical (ISRG) stake by 0.36% in Q3 2016, buying an estimated $2.76K and bringing the position to 10,071 shares worth $811K. The position accounts for 0.1% of the portfolio, ranked #182.

Gerstein Fisher first reported a position in ISRG in Q2 2013 and has held it in 10 quarters since. 611 funds tracked by Wall St. Rank hold ISRG as of Q3 2016.

Gerstein Fisher held 10,071 shares of Intuitive Surgical worth $811K as of Q3 2016.
Gerstein Fisher bought 36 Intuitive Surgical shares in Q3 2016, an estimated $2.76K.
Intuitive Surgical made up 0.1% of Gerstein Fisher's portfolio in Q3 2016, its #182 holding.
Gerstein Fisher first reported a position in Intuitive Surgical in Q2 2013 and has held it in 10 quarters since.
611 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.