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Invictus RG’s Intuitive Surgical ISRG Stock Holding History

Invictus RG’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
2017
Q1 		– Sell
-351
Closed -$25K – 758
2016
Q4 		$25K Sell
351
-36
-9% -$2.65K 0.02% 520
2016
Q3 		$31K Buy
387
+243
+169% +$18.6K 0.02% 520
2016
Q2 		$11K Buy
+144
New +$10.1K 0.01% 486

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Invictus RG's ISRG Position: Q1 2017 in Review

Invictus RG sold out of Intuitive Surgical (ISRG) in Q1 2017, closing a stake of 351 shares — an estimated $25K sold.

Invictus RG first reported a position in ISRG in Q2 2016 and held it in 3 quarters. The position peaked at $31K in Q3 2016. 613 funds tracked by Wall St. Rank hold ISRG as of Q1 2017.

  • Invictus RG reported no remaining Intuitive Surgical position as of Q1 2017 after selling out during the quarter.
  • Invictus RG sold 351 Intuitive Surgical shares in Q1 2017, an estimated $25K.
  • Invictus RG first reported a position in Intuitive Surgical in Q2 2016 and held it in 3 quarters.
  • Invictus RG's Intuitive Surgical position peaked at $31K in Q3 2016.
  • 613 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2017.

Based on Invictus RG's 13F filing for Q1 2017, filed 12 May 2017.