Old Mutual Customised Solutions’s Intuitive Surgical ISRG Stock Holding History

Old Mutual Customised Solutions’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 Q2	$577K	Hold	3,618	–	–	0.06%	366
2018 Q1	$498K	Hold	3,618	–	–	0.05%	389
2017 Q4	$440K	Hold	3,618	–	–	0.05%	421
2017 Q3	$420K	Hold	3,618	–	–	0.06%	377
2017 Q2	$376K	Hold	3,618	–	–	0.06%	382
2017 Q1	$308K	Buy	3,618 +918	+34%	+$72.5K	0.05%	428
2016 Q4	$190K	Buy	+2,700	New	+$199K	0.03%	513
2014 Q3	–	Sell	-1,800	Closed	-$82K	–	728
2014 Q2	$82K	Hold	1,800	–	–	0.02%	635
2014 Q1	$88K	Hold	1,800	–	–	0.02%	620
2013 Q4	$77K	Hold	1,800	–	–	0.02%	647
2013 Q3	$75K	Hold	1,800	–	–	0.02%	644
2013 Q2	$101K	Buy	+1,800	New	+$99.2K	0.03%	607

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

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

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

Old Mutual Customised Solutions's ISRG Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Intuitive Surgical (ISRG) position steady in Q2 2018 at 3,618 shares worth $577K. The position accounts for 0.06% of the portfolio, ranked #366.

Old Mutual Customised Solutions first reported a position in ISRG in Q2 2013 and has held it in 12 quarters since. 857 funds tracked by Wall St. Rank hold ISRG as of Q2 2018.

Old Mutual Customised Solutions held 3,618 shares of Intuitive Surgical worth $577K as of Q2 2018.
Old Mutual Customised Solutions left its Intuitive Surgical share count unchanged in Q2 2018.
Intuitive Surgical made up 0.06% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #366 holding.
Old Mutual Customised Solutions first reported a position in Intuitive Surgical in Q2 2013 and has held it in 12 quarters since.
857 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.