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Cypress Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Cypress 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
2017
Q2 		– Sell
-2,723
Closed -$323K – 184
2017
Q1 		$323K Buy
2,723
+4
+0.1% +$453 0.15% 134
2016
Q4 		$272K Sell
2,719
-523
-16% -$56.1K 0.12% 149
2016
Q3 		$409K Buy
3,242
+69
+2% +$8.53K 0.18% 111
2016
Q2 		$371K Buy
3,173
+11
+0.3% +$1.25K 0.18% 111
2016
Q1 		$327K Hold
3,162
– – 0.15% 123
2015
Q4 		$315K Hold
3,162
– – 0.16% 118
2015
Q3 		$288K Buy
+3,162
New +$317K 0.16% 132

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

Cypress Wealth Advisors's ZBH Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q2 2017, closing a stake of 2,723 shares — an estimated $323K sold.

Cypress Wealth Advisors first reported a position in ZBH in Q3 2015 and held it in 7 quarters. The position peaked at $409K in Q3 2016. 819 funds tracked by Wall St. Rank hold ZBH as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Zimmer Biomet position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 2,723 Zimmer Biomet shares in Q2 2017, an estimated $323K.
  • Cypress Wealth Advisors first reported a position in Zimmer Biomet in Q3 2015 and held it in 7 quarters.
  • Cypress Wealth Advisors's Zimmer Biomet position peaked at $409K in Q3 2016.
  • 819 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.