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Virtus Fund Advisers’s Intuitive Surgical ISRG Stock Holding History

Virtus Fund Advisers’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
Q4 		$7.58M Buy
62,307
+10,620
+21% +$1.33M 0.07% 202
2017
Q3 		$6.01M Buy
+51,687
New +$5.63M 0.06% 221
2015
Q1 		– Sell
-378
Closed -$22K – 972
2014
Q4 		$22K Hold
378
– – ﹤0.01% 922
2014
Q3 		$19K Sell
378
-3,078
-89% -$153K ﹤0.01% 960
2014
Q2 		$158K Buy
+3,456
New +$152K ﹤0.01% 1088

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 $3.37T 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Virtus Fund Advisers's ISRG Position: Q4 2017 in Review

Virtus Fund Advisers increased its Intuitive Surgical (ISRG) stake by 21% in Q4 2017, buying an estimated $1.33M and bringing the position to 62,307 shares worth $7.58M. The position accounts for 0.07% of the portfolio, ranked #202.

Virtus Fund Advisers first reported a position in ISRG in Q2 2014 and has held it in 5 quarters since. 757 funds tracked by Wall St. Rank hold ISRG as of Q4 2017.

  • Virtus Fund Advisers held 62,307 shares of Intuitive Surgical worth $7.58M as of Q4 2017.
  • Virtus Fund Advisers bought 10,620 Intuitive Surgical shares in Q4 2017, an estimated $1.33M.
  • Intuitive Surgical made up 0.07% of Virtus Fund Advisers's portfolio in Q4 2017, its #202 holding.
  • Virtus Fund Advisers first reported a position in Intuitive Surgical in Q2 2014 and has held it in 5 quarters since.
  • 757 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2017.

Based on Virtus Fund Advisers's 13F filing for Q4 2017, filed 9 Feb 2018.