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Miles Capital’s Intuitive Surgical ISRG Stock Holding History

Miles Capital’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
-2,763
Closed -$441K – 194
2018
Q2 		$441K Sell
2,763
-30
-1% -$4.58K 0.27% 71
2018
Q1 		$384K Buy
2,793
+306
+12% +$42.7K 0.21% 82
2017
Q4 		$303K Sell
2,487
-4,911
-66% -$615K 0.18% 95
2017
Q3 		$287K Buy
7,398
+2,295
+45% +$250K 0.16% 97
2017
Q2 		$530K Buy
5,103
+9
+0.2% +$865 0.29% 62
2017
Q1 		$434K Buy
5,094
+63
+1% +$4.98K 0.24% 66
2016
Q4 		$355K Buy
5,031
+540
+12% +$39.7K 0.22% 73
2016
Q3 		$362K Buy
+4,491
New +$344K 0.25% 67

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Miles Capital's ISRG Position: Q3 2018 in Review

Miles Capital sold out of Intuitive Surgical (ISRG) in Q3 2018, closing a stake of 2,763 shares — an estimated $441K sold.

Miles Capital first reported a position in ISRG in Q3 2016 and held it in 8 quarters. The position peaked at $530K in Q2 2017. 898 funds tracked by Wall St. Rank hold ISRG as of Q3 2018.

  • Miles Capital reported no remaining Intuitive Surgical position as of Q3 2018 after selling out during the quarter.
  • Miles Capital sold 2,763 Intuitive Surgical shares in Q3 2018, an estimated $441K.
  • Miles Capital first reported a position in Intuitive Surgical in Q3 2016 and held it in 8 quarters.
  • Miles Capital's Intuitive Surgical position peaked at $530K in Q2 2017.
  • 898 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2018.

Based on Miles Capital's 13F filing for Q3 2018, filed 13 Nov 2018.