MYCIO Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

MYCIO Wealth Partners’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
2016 Q4	–	Sell	-279	Closed	-$22K	–	435
2016 Q3	$22K	Buy	279 +99	+55%	+$7.58K	﹤0.01%	458
2016 Q2	$13K	Hold	180	–	–	﹤0.01%	530
2016 Q1	$12K	Sell	180 -1,800	-91%	-$112K	﹤0.01%	500
2015 Q4	$120K	Hold	1,980	–	–	0.02%	195
2015 Q3	$101K	Hold	1,980	–	–	0.02%	206
2015 Q2	$107K	Hold	1,980	–	–	0.02%	206
2015 Q1	$111K	Hold	1,980	–	–	0.02%	198
2014 Q4	$116K	Buy	1,980 +180	+10%	+$10K	0.02%	183
2014 Q3	$92K	Hold	1,800	–	–	0.02%	195
2014 Q2	$82K	Hold	1,800	–	–	0.02%	210
2014 Q1	$88K	Hold	1,800	–	–	0.02%	196
2013 Q4	$77K	Hold	1,800	–	–	0.02%	205
2013 Q3	$75K	Hold	1,800	–	–	0.02%	197
2013 Q2	$101K	Buy	+1,800	New	+$99.2K	0.03%	166

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MYCIO Wealth Partners's ISRG Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Intuitive Surgical (ISRG) in Q4 2016, closing a stake of 279 shares — an estimated $22K sold.

MYCIO Wealth Partners first reported a position in ISRG in Q2 2013 and held it in 14 quarters. The position peaked at $120K in Q4 2015. 630 funds tracked by Wall St. Rank hold ISRG as of Q4 2016.

MYCIO Wealth Partners reported no remaining Intuitive Surgical position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 279 Intuitive Surgical shares in Q4 2016, an estimated $22K.
MYCIO Wealth Partners first reported a position in Intuitive Surgical in Q2 2013 and held it in 14 quarters.
MYCIO Wealth Partners's Intuitive Surgical position peaked at $120K in Q4 2015.
630 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.