Rothschild & Co Asset Management US’s Intuitive Surgical ISRG Stock Holding History

Rothschild & Co Asset Management US’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 Q3	–	Sell	-5,310	Closed	-$552K	–	456
2017 Q2	$552K	Sell	5,310 -981	-16%	-$94.3K	0.01%	479
2017 Q1	$536K	Sell	6,291 -2,862	-31%	-$226K	0.01%	464
2016 Q4	$645K	Buy	9,153 +1,530	+20%	+$112K	0.01%	455
2016 Q3	$614K	Buy	7,623 +81	+1%	+$6.2K	0.01%	395
2016 Q2	$554K	Buy	7,542 +864	+13%	+$60.8K	0.01%	382
2016 Q1	$446K	Buy	6,678 +1,854	+38%	+$115K	0.01%	344
2015 Q4	$293K	Buy	+4,824	New	+$271K	0.01%	380

Other funds holding ISRG

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

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

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

Rothschild & Co Asset Management US's ISRG Position: Q3 2017 in Review

Rothschild & Co Asset Management US sold out of Intuitive Surgical (ISRG) in Q3 2017, closing a stake of 5,310 shares — an estimated $552K sold.

Rothschild & Co Asset Management US first reported a position in ISRG in Q4 2015 and held it in 7 quarters. The position peaked at $645K in Q4 2016. 648 funds tracked by Wall St. Rank hold ISRG as of Q3 2017.

Rothschild & Co Asset Management US reported no remaining Intuitive Surgical position as of Q3 2017 after selling out during the quarter.
Rothschild & Co Asset Management US sold 5,310 Intuitive Surgical shares in Q3 2017, an estimated $552K.
Rothschild & Co Asset Management US first reported a position in Intuitive Surgical in Q4 2015 and held it in 7 quarters.
Rothschild & Co Asset Management US's Intuitive Surgical position peaked at $645K in Q4 2016.
648 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2017.

Based on Rothschild & Co Asset Management US's 13F filing for Q3 2017, filed 8 Nov 2017.