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HC Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

HC Financial 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
Q4 		– Sell
-2,100
Closed -$402K – 40
2018
Q3 		$402K Buy
+2,100
New +$373K 0.36% 58

Other funds holding ISRG

T. Rowe Price Associates
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

HC Financial Advisors's ISRG Position: Q4 2018 in Review

HC Financial Advisors sold out of Intuitive Surgical (ISRG) in Q4 2018, closing a stake of 2,100 shares — an estimated $402K sold.

HC Financial Advisors first reported a position in ISRG in Q3 2018 and held it in 1 quarter. The position peaked at $402K in Q3 2018. 938 funds tracked by Wall St. Rank hold ISRG as of Q4 2018.

  • HC Financial Advisors reported no remaining Intuitive Surgical position as of Q4 2018 after selling out during the quarter.
  • HC Financial Advisors sold 2,100 Intuitive Surgical shares in Q4 2018, an estimated $402K.
  • HC Financial Advisors first reported a position in Intuitive Surgical in Q3 2018 and held it in 1 quarter.
  • HC Financial Advisors's Intuitive Surgical position peaked at $402K in Q3 2018.
  • 938 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2018.

Based on HC Financial Advisors's 13F filing for Q4 2018, filed 25 Jan 2019.