Hirtle Callaghan & Co’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-468	Closed	-$54K	–	194
2017 Q3	$54K	Hold	468	–	–	0.01%	102
2017 Q2	$48K	Sell	468 -108	-19%	-$10.4K	0.01%	68
2017 Q1	$50K	Sell	576 -1,575	-73%	-$124K	0.01%	74
2016 Q4	$151K	Sell	2,151 -396	-16%	-$29.1K	0.03%	31
2016 Q3	$205K	Hold	2,547	–	–	0.04%	88
2016 Q2	$187K	Sell	2,547 -900	-26%	-$63.3K	0.03%	84
2016 Q1	$229K	Sell	3,447 -297	-8%	-$18.4K	0.04%	84
2015 Q4	$226K	Sell	3,744 -171	-4%	-$9.6K	0.05%	46
2015 Q3	$200K	Hold	3,915	–	–	0.03%	77
2015 Q2	$211K	Buy	+3,915	New	+$219K	0.07%	72
2014 Q1	–	Sell	-5,445	Closed	-$232K	–	657
2013 Q4	$232K	Hold	5,445	–	–	0.03%	213
2013 Q3	$228K	Buy	+5,445	New	+$240K	0.04%	207