Integrated Wealth Management (Palm Desert)’s Intuitive Surgical ISRG Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-63	Closed	-$5K	–	622
2016 Q3	$5K	Hold	63	–	–	﹤0.01%	905
2016 Q2	$5K	Hold	63	–	–	﹤0.01%	915
2016 Q1	$4K	Hold	63	–	–	﹤0.01%	893
2015 Q4	$4K	Hold	63	–	–	﹤0.01%	974
2015 Q3	$3K	Hold	63	–	–	﹤0.01%	1033
2015 Q2	$3K	Hold	63	–	–	﹤0.01%	1057
2015 Q1	$3K	Buy	+63	New	+$3.57K	﹤0.01%	1029

Other funds holding ISRG

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ISRG Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Intuitive Surgical (ISRG) in Q4 2016, closing a stake of 63 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ISRG in Q1 2015 and held it in 7 quarters. The position peaked at $5K in Q3 2016. 632 funds tracked by Wall St. Rank hold ISRG as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Intuitive Surgical position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 63 Intuitive Surgical shares in Q4 2016, an estimated $5K.
Integrated Wealth Management (Palm Desert) first reported a position in Intuitive Surgical in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Intuitive Surgical position peaked at $5K in Q3 2016.
632 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.