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Dynamic Advisor Solutions’s Zimmer Biomet ZBH Stock Holding History

Dynamic Advisor Solutions’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
Q4 		– Sell
-5,089
Closed -$650K – 454
2018
Q3 		$650K Sell
5,089
-106
-2% -$12.6K 0.13% 185
2018
Q2 		$561K Sell
5,195
-103
-2% -$11.2K 0.13% 193
2018
Q1 		$561K Buy
5,298
+652
+14% +$75.7K 0.14% 175
2017
Q4 		$544K Buy
+4,646
New +$525K 0.18% 142

Other funds holding ZBH

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dynamic Advisor Solutions's ZBH Position: Q4 2018 in Review

Dynamic Advisor Solutions sold out of Zimmer Biomet (ZBH) in Q4 2018, closing a stake of 5,089 shares — an estimated $650K sold.

Dynamic Advisor Solutions first reported a position in ZBH in Q4 2017 and held it in 4 quarters. The position peaked at $650K in Q3 2018. 871 funds tracked by Wall St. Rank hold ZBH as of Q4 2018.

  • Dynamic Advisor Solutions reported no remaining Zimmer Biomet position as of Q4 2018 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 5,089 Zimmer Biomet shares in Q4 2018, an estimated $650K.
  • Dynamic Advisor Solutions first reported a position in Zimmer Biomet in Q4 2017 and held it in 4 quarters.
  • Dynamic Advisor Solutions's Zimmer Biomet position peaked at $650K in Q3 2018.
  • 871 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2018.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2018, filed 29 Jan 2019.