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Gideon Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Gideon Capital 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
2018
Q2 		– Sell
-1,827
Closed -$251K – 431
2018
Q1 		$251K Buy
+1,827
New +$255K 0.16% 276
2017
Q1 		– Sell
-7,119
Closed -$502K – 453
2016
Q4 		$502K Buy
+7,119
New +$523K 0.32% 87

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Gideon Capital Advisors's ISRG Position: Q2 2018 in Review

Gideon Capital Advisors sold out of Intuitive Surgical (ISRG) in Q2 2018, closing a stake of 1,827 shares — an estimated $251K sold.

Gideon Capital Advisors first reported a position in ISRG in Q4 2016 and held it in 2 quarters. The position peaked at $502K in Q4 2016. 857 funds tracked by Wall St. Rank hold ISRG as of Q2 2018.

  • Gideon Capital Advisors reported no remaining Intuitive Surgical position as of Q2 2018 after selling out during the quarter.
  • Gideon Capital Advisors sold 1,827 Intuitive Surgical shares in Q2 2018, an estimated $251K.
  • Gideon Capital Advisors first reported a position in Intuitive Surgical in Q4 2016 and held it in 2 quarters.
  • Gideon Capital Advisors's Intuitive Surgical position peaked at $502K in Q4 2016.
  • 857 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2018.

Based on Gideon Capital Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.