Integrated Wealth Management (Palm Desert)’s Zimmer Biomet ZBH Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-155	Closed	-$20K	–	1035
2016 Q3	$20K	Hold	155	–	–	0.01%	602
2016 Q2	$18K	Hold	155	–	–	0.01%	619
2016 Q1	$16K	Hold	155	–	–	0.01%	605
2015 Q4	$15K	Hold	155	–	–	0.01%	659
2015 Q3	$14K	Hold	155	–	–	0.01%	679
2015 Q2	$16K	Hold	155	–	–	0.01%	675
2015 Q1	$17K	Buy	+155	New	+$17.7K	0.01%	621

Other funds holding ZBH

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ZBH Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Zimmer Biomet (ZBH) in Q4 2016, closing a stake of 155 shares — an estimated $20K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ZBH in Q1 2015 and held it in 7 quarters. The position peaked at $20K in Q3 2016. 813 funds tracked by Wall St. Rank hold ZBH as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Zimmer Biomet position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 155 Zimmer Biomet shares in Q4 2016, an estimated $20K.
Integrated Wealth Management (Palm Desert) first reported a position in Zimmer Biomet in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Zimmer Biomet position peaked at $20K in Q3 2016.
813 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.