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Kelman-Lazarov Inc’s Intuitive Surgical ISRG Stock Holding History

Kelman-Lazarov Inc’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
-243
Closed -$17.1K – 169
2016
Q4 		$17.1K Hold
243
– – 0.01% 226
2016
Q3 		$19.3K Sell
243
-450
-65% -$34.5K 0.01% 252
2016
Q2 		$51.3K Hold
693
– – 0.03% 170
2016
Q1 		$47K Buy
+693
New +$42.9K 0.03% 187

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Kelman-Lazarov Inc's ISRG Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Intuitive Surgical (ISRG) in Q1 2017, closing a stake of 243 shares — an estimated $17.1K sold.

Kelman-Lazarov Inc first reported a position in ISRG in Q1 2016 and held it in 4 quarters. The position peaked at $51.3K in Q2 2016. 613 funds tracked by Wall St. Rank hold ISRG as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Intuitive Surgical position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 243 Intuitive Surgical shares in Q1 2017, an estimated $17.1K.
  • Kelman-Lazarov Inc first reported a position in Intuitive Surgical in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Intuitive Surgical position peaked at $51.3K in Q2 2016.
  • 613 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.