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Mosaic Family Wealth’s Intuitive Surgical ISRG Stock Holding History

Mosaic Family Wealth’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
-27
Closed -$2K – 736
2016
Q4 		$2K Hold
27
– – ﹤0.01% 664
2016
Q3 		$2K Hold
27
– – ﹤0.01% 684
2016
Q2 		$2K Buy
+27
New +$1.9K ﹤0.01% 723

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Mosaic Family Wealth's ISRG Position: Q1 2017 in Review

Mosaic Family Wealth sold out of Intuitive Surgical (ISRG) in Q1 2017, closing a stake of 27 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in ISRG in Q2 2016 and held it in 3 quarters. The position peaked at $2K in Q4 2016. 613 funds tracked by Wall St. Rank hold ISRG as of Q1 2017.

  • Mosaic Family Wealth reported no remaining Intuitive Surgical position as of Q1 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 27 Intuitive Surgical shares in Q1 2017, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Intuitive Surgical in Q2 2016 and held it in 3 quarters.
  • Mosaic Family Wealth's Intuitive Surgical position peaked at $2K in Q4 2016.
  • 613 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2017.

Based on Mosaic Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.