KWMG LLC’s Intuitive Surgical ISRG Stock Holding History

KWMG LLC’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
2019 Q2	–	Sell	-45	Closed	-$9K	–	271
2019 Q1	$9K	Hold	45	–	–	﹤0.01%	293
2018 Q4	$7K	Hold	45	–	–	﹤0.01%	313
2018 Q3	$9K	Hold	45	–	–	﹤0.01%	297
2018 Q2	$7K	Buy	+45	New	+$6.86K	﹤0.01%	320

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

KWMG LLC's ISRG Position: Q2 2019 in Review

KWMG LLC sold out of Intuitive Surgical (ISRG) in Q2 2019, closing a stake of 45 shares — an estimated $9K sold.

KWMG LLC first reported a position in ISRG in Q2 2018 and held it in 4 quarters. The position peaked at $9K in Q1 2019. 915 funds tracked by Wall St. Rank hold ISRG as of Q2 2019.

KWMG LLC reported no remaining Intuitive Surgical position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 45 Intuitive Surgical shares in Q2 2019, an estimated $9K.
KWMG LLC first reported a position in Intuitive Surgical in Q2 2018 and held it in 4 quarters.
KWMG LLC's Intuitive Surgical position peaked at $9K in Q1 2019.
915 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.