Cadence Capital Management’s Intuitive Surgical ISRG Stock Holding History

Cadence Capital Management’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 Q1	–	Sell	-6,147	Closed	-$373K	–	651
2015 Q4	$373K	Buy	6,147 +63	+1%	+$3.54K	0.03%	513
2015 Q3	$311K	Buy	+6,084	New	+$345K	0.02%	519
2014 Q2	–	Sell	-89,352	Closed	-$4.35M	–	583
2014 Q1	$4.35M	Sell	89,352 -31,500	-26%	-$1.48M	0.18%	230
2013 Q4	$5.16M	Sell	120,852 -19,170	-14%	-$807K	0.2%	215
2013 Q3	$5.85M	Buy	140,022 +25,380	+22%	+$1.12M	0.2%	223
2013 Q2	$6.45M	Buy	+114,642	New	+$6.32M	0.3%	161

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

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BIT

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Cadence Capital Management's ISRG Position: Q1 2016 in Review

Cadence Capital Management sold out of Intuitive Surgical (ISRG) in Q1 2016, closing a stake of 6,147 shares — an estimated $373K sold.

Cadence Capital Management first reported a position in ISRG in Q2 2013 and held it in 6 quarters. The position peaked at $6.45M in Q2 2013. 564 funds tracked by Wall St. Rank hold ISRG as of Q1 2016.

Cadence Capital Management reported no remaining Intuitive Surgical position as of Q1 2016 after selling out during the quarter.
Cadence Capital Management sold 6,147 Intuitive Surgical shares in Q1 2016, an estimated $373K.
Cadence Capital Management first reported a position in Intuitive Surgical in Q2 2013 and held it in 6 quarters.
Cadence Capital Management's Intuitive Surgical position peaked at $6.45M in Q2 2013.
564 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2016.

Based on Cadence Capital Management's 13F filing for Q1 2016, filed 2 May 2016.