Wall Street Associates’s Intuitive Surgical ISRG Stock Holding History

Wall Street Associates’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
2016 Q4	$381K	Sell	5,400 -9	-0.2%	-$662	0.25%	134
2016 Q3	$436K	Hold	5,409	–	–	0.15%	138
2016 Q2	$398K	Hold	5,409	–	–	0.16%	139
2016 Q1	$361K	Buy	+5,409	New	+$335K	0.15%	156

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wall Street Associates's ISRG Position: Q4 2016 in Review

Wall Street Associates reduced its Intuitive Surgical (ISRG) stake by 0.17% in Q4 2016, selling an estimated $662 and leaving 5,400 shares worth $381K. The position accounts for 0.25% of the portfolio, ranked #134.

Wall Street Associates first reported a position in ISRG in Q1 2016 and has held it in 4 quarters since. The position peaked at $436K in Q3 2016. 630 funds tracked by Wall St. Rank hold ISRG as of Q4 2016.

Wall Street Associates held 5,400 shares of Intuitive Surgical worth $381K as of Q4 2016.
Wall Street Associates sold 9 Intuitive Surgical shares in Q4 2016, an estimated $662.
Intuitive Surgical made up 0.25% of Wall Street Associates's portfolio in Q4 2016, its #134 holding.
Wall Street Associates first reported a position in Intuitive Surgical in Q1 2016 and has held it in 4 quarters since.
Wall Street Associates's Intuitive Surgical position peaked at $436K in Q3 2016.
630 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2016.

Based on Wall Street Associates's 13F filing for Q4 2016, filed 18 Jan 2017.