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Beacon Financial Group’s Zimmer Biomet ZBH Stock Holding History

Beacon Financial Group’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
2017
Q2 		– Sell
-3,303
Closed -$389K – 188
2017
Q1 		$389K Sell
3,303
-781
-19% -$88.5K 0.07% 137
2016
Q4 		$409K Sell
4,084
-1,424
-26% -$153K 0.08% 135
2016
Q3 		$684K Sell
5,508
-482
-8% -$59.6K 0.14% 103
2016
Q2 		$693K Sell
5,990
-39
-0.6% -$4.41K 0.15% 91
2016
Q1 		$624K Sell
6,029
-76
-1% -$7.35K 0.13% 98
2015
Q4 		$607K Buy
6,105
+1,519
+33% +$149K 0.14% 94
2015
Q3 		$418K Buy
+4,586
New +$460K 0.1% 121
2013
Q4 		– Sell
-3,605
Closed -$288K – 196
2013
Q3 		$288K Buy
+3,605
New +$284K 0.06% 155

Other funds holding ZBH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Beacon Financial Group's ZBH Position: Q2 2017 in Review

Beacon Financial Group sold out of Zimmer Biomet (ZBH) in Q2 2017, closing a stake of 3,303 shares — an estimated $389K sold.

Beacon Financial Group first reported a position in ZBH in Q3 2013 and held it in 8 quarters. The position peaked at $693K in Q2 2016. 819 funds tracked by Wall St. Rank hold ZBH as of Q2 2017.

  • Beacon Financial Group reported no remaining Zimmer Biomet position as of Q2 2017 after selling out during the quarter.
  • Beacon Financial Group sold 3,303 Zimmer Biomet shares in Q2 2017, an estimated $389K.
  • Beacon Financial Group first reported a position in Zimmer Biomet in Q3 2013 and held it in 8 quarters.
  • Beacon Financial Group's Zimmer Biomet position peaked at $693K in Q2 2016.
  • 819 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2017.

Based on Beacon Financial Group's 13F filing for Q2 2017, filed 30 Jun 2017.