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Mariner Wealth Advisors (Cincinnati)’s Intuitive Surgical ISRG Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		– Sell
-1,758
Closed -$280K – 296
2018
Q2 		$280K Buy
+1,758
New +$268K 0.02% 251

Other funds holding ISRG

T. Rowe Price Associates
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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Mariner Wealth Advisors (Cincinnati)'s ISRG Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Intuitive Surgical (ISRG) in Q3 2018, closing a stake of 1,758 shares — an estimated $280K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in ISRG in Q2 2018 and held it in 1 quarter. The position peaked at $280K in Q2 2018. 899 funds tracked by Wall St. Rank hold ISRG as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Intuitive Surgical position as of Q3 2018 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 1,758 Intuitive Surgical shares in Q3 2018, an estimated $280K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Intuitive Surgical in Q2 2018 and held it in 1 quarter.
  • Mariner Wealth Advisors (Cincinnati)'s Intuitive Surgical position peaked at $280K in Q2 2018.
  • 899 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.