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Archford Capital Strategies’s Zimmer Biomet ZBH Stock Holding History

Archford Capital Strategies’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
Q2 		– Sell
-153
Closed -$18K – 747
2018
Q1 		$18K Buy
+153
New +$17.8K 0.01% 294
2017
Q2 		– Sell
-211
Closed -$25K – 637
2017
Q1 		$25K Sell
211
-243
-54% -$27.5K 0.01% 344
2016
Q4 		$45K Hold
454
– – 0.02% 259
2016
Q3 		$57K Hold
454
– – 0.02% 256
2016
Q2 		$53K Buy
+454
New +$51.4K 0.03% 249

Other funds holding ZBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Archford Capital Strategies's ZBH Position: Q2 2018 in Review

Archford Capital Strategies sold out of Zimmer Biomet (ZBH) in Q2 2018, closing a stake of 153 shares — an estimated $18K sold.

Archford Capital Strategies first reported a position in ZBH in Q2 2016 and held it in 5 quarters. The position peaked at $57K in Q3 2016. 869 funds tracked by Wall St. Rank hold ZBH as of Q2 2018.

  • Archford Capital Strategies reported no remaining Zimmer Biomet position as of Q2 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 153 Zimmer Biomet shares in Q2 2018, an estimated $18K.
  • Archford Capital Strategies first reported a position in Zimmer Biomet in Q2 2016 and held it in 5 quarters.
  • Archford Capital Strategies's Zimmer Biomet position peaked at $57K in Q3 2016.
  • 869 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2018.

Based on Archford Capital Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.