Burt Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Burt 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 Q1	–	Sell	-10	Closed	-$1K	–	401
2017 Q4	$1K	Sell	10 -37	-79%	-$4.18K	﹤0.01%	361
2017 Q3	$5K	Sell	47 -83	-64%	-$9.58K	﹤0.01%	302
2017 Q2	$16K	Buy	130 +83	+177%	+$9.84K	0.01%	266
2017 Q1	$6K	Hold	47	–	–	﹤0.01%	294
2016 Q4	$5K	Hold	47	–	–	﹤0.01%	324
2016 Q3	$5K	Hold	47	–	–	0.01%	320
2016 Q2	$5K	Hold	47	–	–	0.01%	322
2016 Q1	$5K	Sell	47 -60	-56%	-$5.8K	﹤0.01%	385
2015 Q4	$10K	Buy	107 +60	+128%	+$5.87K	0.01%	277
2015 Q3	$4K	Hold	47	–	–	0.01%	325
2015 Q2	$5K	Hold	47	–	–	0.01%	318
2015 Q1	$5K	Hold	47	–	–	0.01%	291
2014 Q4	$5K	Buy	+47	New	+$4.95K	0.01%	278

Other funds holding ZBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burt Wealth Advisors's ZBH Position: Q1 2018 in Review

Burt Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q1 2018, closing a stake of 10 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in ZBH in Q4 2014 and held it in 13 quarters. The position peaked at $16K in Q2 2017. 875 funds tracked by Wall St. Rank hold ZBH as of Q1 2018.

Burt Wealth Advisors reported no remaining Zimmer Biomet position as of Q1 2018 after selling out during the quarter.
Burt Wealth Advisors sold 10 Zimmer Biomet shares in Q1 2018, an estimated $1K.
Burt Wealth Advisors first reported a position in Zimmer Biomet in Q4 2014 and held it in 13 quarters.
Burt Wealth Advisors's Zimmer Biomet position peaked at $16K in Q2 2017.
875 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2018.

Based on Burt Wealth Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.