KJWM
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Kiley Juergens Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Kiley Juergens Wealth Management’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
-180
Closed -$34K – 334
2018
Q3 		$34K Hold
180
– – 0.03% 288
2018
Q2 		$28K Buy
+180
New +$27.4K 0.03% 277

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
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

Kiley Juergens Wealth Management's ISRG Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Intuitive Surgical (ISRG) in Q4 2018, closing a stake of 180 shares — an estimated $34K sold.

Kiley Juergens Wealth Management first reported a position in ISRG in Q2 2018 and held it in 2 quarters. The position peaked at $34K in Q3 2018. 938 funds tracked by Wall St. Rank hold ISRG as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Intuitive Surgical position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 180 Intuitive Surgical shares in Q4 2018, an estimated $34K.
  • Kiley Juergens Wealth Management first reported a position in Intuitive Surgical in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's Intuitive Surgical position peaked at $34K in Q3 2018.
  • 938 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.