Winfield Associates’s Intuitive Surgical ISRG Stock Holding History

Winfield 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
2018 Q1	–	Sell	-60	Closed	-$8K	–	369
2017 Q4	$8K	Buy	+60	New	+$7.51K	﹤0.01%	454

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

Winfield Associates's ISRG Position: Q1 2018 in Review

Winfield Associates sold out of Intuitive Surgical (ISRG) in Q1 2018, closing a stake of 60 shares — an estimated $8K sold.

Winfield Associates first reported a position in ISRG in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 790 funds tracked by Wall St. Rank hold ISRG as of Q1 2018.

Winfield Associates reported no remaining Intuitive Surgical position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 60 Intuitive Surgical shares in Q1 2018, an estimated $8K.
Winfield Associates first reported a position in Intuitive Surgical in Q4 2017 and held it in 1 quarter.
Winfield Associates's Intuitive Surgical position peaked at $8K in Q4 2017.
790 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.