SteelBridge Private Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

SteelBridge Private Wealth 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 Q1	$254K	Hold	1,848	–	–	2.2%	23
2017 Q4	$225K	Sell	1,848 -483	-21%	-$60.4K	1.9%	27
2017 Q3	$271K	Sell	2,331 -234	-9%	-$25.5K	2.6%	18
2017 Q2	$267K	Hold	2,565	–	–	0.38%	56
2017 Q1	$218K	Buy	+2,565	New	+$203K	0.33%	59

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SteelBridge Private Wealth Advisors's ISRG Position: Q1 2018 in Review

SteelBridge Private Wealth Advisors held its Intuitive Surgical (ISRG) position steady in Q1 2018 at 1,848 shares worth $254K. The position accounts for 2.2% of the portfolio, ranked #23.

SteelBridge Private Wealth Advisors first reported a position in ISRG in Q1 2017 and has held it in 5 quarters since. The position peaked at $271K in Q3 2017. 791 funds tracked by Wall St. Rank hold ISRG as of Q1 2018.

SteelBridge Private Wealth Advisors held 1,848 shares of Intuitive Surgical worth $254K as of Q1 2018.
SteelBridge Private Wealth Advisors left its Intuitive Surgical share count unchanged in Q1 2018.
Intuitive Surgical made up 2.2% of SteelBridge Private Wealth Advisors's portfolio in Q1 2018, its #23 holding.
SteelBridge Private Wealth Advisors first reported a position in Intuitive Surgical in Q1 2017 and has held it in 5 quarters since.
SteelBridge Private Wealth Advisors's Intuitive Surgical position peaked at $271K in Q3 2017.
791 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2018.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q1 2018, filed 11 May 2018.