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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WFG Advisors's ISRG Position: Q2 2017 in Review

WFG Advisors increased its Intuitive Surgical (ISRG) stake by 33% in Q2 2017, buying an estimated $182K and bringing the position to 7,677 shares worth $798K. The position accounts for 0.18% of the portfolio, ranked #132.

WFG Advisors first reported a position in ISRG in Q2 2013 and has held it in 17 quarters since. 635 funds tracked by Wall St. Rank hold ISRG as of Q2 2017.

WFG Advisors held 7,677 shares of Intuitive Surgical worth $798K as of Q2 2017.
WFG Advisors bought 1,890 Intuitive Surgical shares in Q2 2017, an estimated $182K.
Intuitive Surgical made up 0.18% of WFG Advisors's portfolio in Q2 2017, its #132 holding.
WFG Advisors first reported a position in Intuitive Surgical in Q2 2013 and has held it in 17 quarters since.
635 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.