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Independent Portfolio Consultants’s Zimmer Biomet ZBH Stock Holding History

Independent Portfolio Consultants’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
Q1 		– Sell
-7
Closed -$1K – 913
2016
Q4 		$1K Buy
+7
New +$750 ﹤0.01% 795
2015
Q3 		– Sell
-609
Closed -$65K – 874
2015
Q2 		$65K Buy
609
+336
+123% +$37.2K 0.01% 582
2015
Q1 		$31K Buy
273
+155
+131% +$17.7K 0.01% 654
2014
Q4 		$13K Buy
118
+8
+7% +$843 ﹤0.01% 698
2014
Q3 		$11K Buy
+110
New +$10.8K ﹤0.01% 733

Other funds holding ZBH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Portfolio Consultants's ZBH Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Zimmer Biomet (ZBH) in Q1 2017, closing a stake of 7 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in ZBH in Q3 2014 and held it in 5 quarters. The position peaked at $65K in Q2 2015. 817 funds tracked by Wall St. Rank hold ZBH as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Zimmer Biomet position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 7 Zimmer Biomet shares in Q1 2017, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in Zimmer Biomet in Q3 2014 and held it in 5 quarters.
  • Independent Portfolio Consultants's Zimmer Biomet position peaked at $65K in Q2 2015.
  • 817 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.