Acorn Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Acorn Wealth Advisors’s Portfolio ZBH Stock Details ZBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-316	Closed	-$34K	–	464
2018 Q2	$34K	Hold	316	–	–	0.03%	326
2018 Q1	$36K	Sell	316 -21	-6%	-$2.44K	0.03%	316
2017 Q4	$41K	Buy	+337	New	+$38.1K	0.04%	284

Other funds holding ZBH

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Acorn Wealth Advisors's ZBH Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q3 2018, closing a stake of 316 shares — an estimated $34K sold.

Acorn Wealth Advisors first reported a position in ZBH in Q4 2017 and held it in 3 quarters. The position peaked at $41K in Q4 2017. 891 funds tracked by Wall St. Rank hold ZBH as of Q3 2018.

Acorn Wealth Advisors reported no remaining Zimmer Biomet position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 316 Zimmer Biomet shares in Q3 2018, an estimated $34K.
Acorn Wealth Advisors first reported a position in Zimmer Biomet in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Zimmer Biomet position peaked at $41K in Q4 2017.
891 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.