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Physicians Financial Services’s Intuitive Surgical ISRG Stock Holding History

Physicians Financial Services’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
-135
Closed -$10K – 189
2016
Q4 		$10K Hold
135
– – 0.01% 235
2016
Q3 		$10K Hold
135
– – 0.01% 229
2016
Q2 		$10K Hold
135
– – 0.01% 228
2016
Q1 		$9K Hold
135
– – 0.01% 226
2015
Q4 		$8K Buy
+135
New +$7.58K 0.01% 241

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Physicians Financial Services's ISRG Position: Q1 2017 in Review

Physicians Financial Services sold out of Intuitive Surgical (ISRG) in Q1 2017, closing a stake of 135 shares — an estimated $10K sold.

Physicians Financial Services first reported a position in ISRG in Q4 2015 and held it in 5 quarters. The position peaked at $10K in Q4 2016. 613 funds tracked by Wall St. Rank hold ISRG as of Q1 2017.

  • Physicians Financial Services reported no remaining Intuitive Surgical position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 135 Intuitive Surgical shares in Q1 2017, an estimated $10K.
  • Physicians Financial Services first reported a position in Intuitive Surgical in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Intuitive Surgical position peaked at $10K in Q4 2016.
  • 613 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.