WFG Advisors’s Intuitive Surgical ISRG Stock Holding History

WFG 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
2017 Q2	$798K	Buy	7,677 +1,890	+33%	+$182K	0.18%	132
2017 Q1	$493K	Sell	5,787 -2,430	-30%	-$192K	0.13%	172
2016 Q4	$579K	Buy	8,217 +3,420	+71%	+$251K	0.14%	188
2016 Q3	$386K	Hold	4,797	–	–	0.1%	217
2016 Q2	$353K	Buy	4,797 +180	+4%	+$12.7K	0.09%	210
2016 Q1	$308K	Buy	4,617 +135	+3%	+$8.37K	0.09%	227
2015 Q4	$272K	Sell	4,482 -450	-9%	-$25.3K	0.08%	237
2015 Q3	$252K	Buy	4,932 +1,260	+34%	+$71.4K	0.08%	244
2015 Q2	$198K	Hold	3,672	–	–	0.05%	350
2015 Q1	$206K	Sell	3,672 -540	-13%	-$30.6K	0.06%	343
2014 Q4	$248K	Sell	4,212 -1,395	-25%	-$77.7K	0.05%	370
2014 Q3	$288K	Hold	5,607	–	–	0.05%	362
2014 Q2	$257K	Sell	5,607 -450	-7%	-$19.9K	0.05%	398
2014 Q1	$295K	Buy	6,057 +333	+6%	+$15.7K	0.06%	352
2013 Q4	$244K	Buy	5,724 +1,152	+25%	+$48.5K	0.03%	474
2013 Q3	$191K	Buy	4,572 +90	+2%	+$3.97K	0.03%	498
2013 Q2	$252K	Buy	+4,482	New	+$247K	0.04%	413

Other funds holding ISRG

T. Rowe Price Associates

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

Fidelity Investments

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

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

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

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

Bank of New York Mellon

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

Baillie Gifford & Co

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

Edgewood Management

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

Capital World Investors

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return