Nuveen Fund Advisors
ISRG icon

Nuveen Fund Advisors’s Intuitive Surgical ISRG Stock Holding History

Nuveen Fund Advisors’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
Q4 		– Sell
-2,439
Closed -$467K – 77
2018
Q3 		$467K Sell
2,439
-1,803
-43% -$320K 1.04% 30
2018
Q2 		$677K Sell
4,242
-3,405
-45% -$519K 0.84% 33
2018
Q1 		$1.05M Sell
7,647
-555
-7% -$77.5K 0.48% 57
2017
Q4 		$998K Sell
8,202
-8,961
-52% -$1.12M 0.29% 94
2017
Q3 		$1.99M Sell
17,163
-2,547
-13% -$278K 0.41% 68
2017
Q2 		$2.05M Sell
19,710
-17,802
-47% -$1.71M 0.33% 95
2017
Q1 		$3.19M Sell
37,512
-4,725
-11% -$373K 0.42% 82
2016
Q4 		$2.98M Sell
42,237
-10,152
-19% -$746K 0.43% 74
2016
Q3 		$4.22M Sell
52,389
-4,896
-9% -$375K 0.59% 42
2016
Q2 		$4.21M Buy
+57,285
New +$4.03M 0.65% 39

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Nuveen Fund Advisors's ISRG Position: Q4 2018 in Review

Nuveen Fund Advisors sold out of Intuitive Surgical (ISRG) in Q4 2018, closing a stake of 2,439 shares — an estimated $467K sold.

Nuveen Fund Advisors first reported a position in ISRG in Q2 2016 and held it in 10 quarters. The position peaked at $4.22M in Q3 2016. 938 funds tracked by Wall St. Rank hold ISRG as of Q4 2018.

  • Nuveen Fund Advisors reported no remaining Intuitive Surgical position as of Q4 2018 after selling out during the quarter.
  • Nuveen Fund Advisors sold 2,439 Intuitive Surgical shares in Q4 2018, an estimated $467K.
  • Nuveen Fund Advisors first reported a position in Intuitive Surgical in Q2 2016 and held it in 10 quarters.
  • Nuveen Fund Advisors's Intuitive Surgical position peaked at $4.22M in Q3 2016.
  • 938 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2018.

Based on Nuveen Fund Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.