CrestPoint Capital Management’s Intuitive Surgical ISRG Stock Holding History

CrestPoint 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
2017 Q2	–	Sell	-2,700	Closed	-$230K	–	223
2017 Q1	$230K	Sell	2,700 -9,000	-77%	-$711K	0.11%	195
2016 Q4	$824K	Hold	11,700	–	–	0.41%	83
2016 Q3	$942K	Hold	11,700	–	–	0.48%	69
2016 Q2	$860K	Sell	11,700 -1,800	-13%	-$127K	0.46%	83
2016 Q1	$902K	Sell	13,500 -3,600	-21%	-$223K	0.49%	73
2015 Q4	$1.04M	Hold	17,100	–	–	0.59%	53
2015 Q3	$873K	Buy	+17,100	New	+$969K	0.5%	75

Other funds holding ISRG

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

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

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

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

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

CrestPoint Capital Management's ISRG Position: Q2 2017 in Review

CrestPoint Capital Management sold out of Intuitive Surgical (ISRG) in Q2 2017, closing a stake of 2,700 shares — an estimated $230K sold.

CrestPoint Capital Management first reported a position in ISRG in Q3 2015 and held it in 7 quarters. The position peaked at $1.04M in Q4 2015. 635 funds tracked by Wall St. Rank hold ISRG as of Q2 2017.

CrestPoint Capital Management reported no remaining Intuitive Surgical position as of Q2 2017 after selling out during the quarter.
CrestPoint Capital Management sold 2,700 Intuitive Surgical shares in Q2 2017, an estimated $230K.
CrestPoint Capital Management first reported a position in Intuitive Surgical in Q3 2015 and held it in 7 quarters.
CrestPoint Capital Management's Intuitive Surgical position peaked at $1.04M in Q4 2015.
635 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2017.

Based on CrestPoint Capital Management's 13F filing for Q2 2017, filed 17 Jul 2017.