CapWealth Advisors’s Zimmer Biomet ZBH Stock Holding History

CapWealth 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
2016 Q4	–	Sell	-10	Closed	-$1K	–	264
2016 Q3	$1K	Hold	10	–	–	﹤0.01%	290
2016 Q2	$1K	Hold	10	–	–	﹤0.01%	278
2016 Q1	$1K	Hold	10	–	–	﹤0.01%	314
2015 Q4	$1K	Hold	10	–	–	﹤0.01%	268
2015 Q3	$1K	Hold	10	–	–	﹤0.01%	269
2015 Q2	$1K	Hold	10	–	–	﹤0.01%	282
2015 Q1	$1K	Buy	+10	New	+$1.14K	﹤0.01%	302
2014 Q4	–	Sell	-10	Closed	-$1K	–	282
2014 Q3	$1K	Sell	10 -43	-81%	-$4.23K	﹤0.01%	352
2014 Q2	$5K	Hold	53	–	–	﹤0.01%	295
2014 Q1	$5K	Hold	53	–	–	﹤0.01%	306
2013 Q4	$5K	Hold	53	–	–	﹤0.01%	309
2013 Q3	$4K	Hold	53	–	–	﹤0.01%	385
2013 Q2	$4K	Buy	+53	New	+$3.96K	﹤0.01%	359

Other funds holding ZBH

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

CapWealth Advisors's ZBH Position: Q4 2016 in Review

CapWealth Advisors sold out of Zimmer Biomet (ZBH) in Q4 2016, closing a stake of 10 shares — an estimated $1K sold.

CapWealth Advisors first reported a position in ZBH in Q2 2013 and held it in 13 quarters. The position peaked at $5K in Q2 2014. 812 funds tracked by Wall St. Rank hold ZBH as of Q4 2016.

CapWealth Advisors reported no remaining Zimmer Biomet position as of Q4 2016 after selling out during the quarter.
CapWealth Advisors sold 10 Zimmer Biomet shares in Q4 2016, an estimated $1K.
CapWealth Advisors first reported a position in Zimmer Biomet in Q2 2013 and held it in 13 quarters.
CapWealth Advisors's Zimmer Biomet position peaked at $5K in Q2 2014.
812 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2016.

Based on CapWealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.