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Kelly Lawrence W & Associates’s Zimmer Biomet ZBH Stock Holding History

Kelly Lawrence W & Associates’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
Q3 		– Sell
-8
Closed -$1K – 183
2016
Q2 		$1K Hold
8
– – ﹤0.01% 185
2016
Q1 		$1K Hold
8
– – ﹤0.01% 157
2015
Q4 		$1K Hold
8
– – ﹤0.01% 162
2015
Q3 		$1K Hold
8
– – ﹤0.01% 143
2015
Q2 		$1K Hold
8
– – ﹤0.01% 140
2015
Q1 		$1K Hold
8
– – ﹤0.01% 125
2014
Q4 		$1K Buy
+8
New +$843 ﹤0.01% 132
2014
Q3 		– Sell
-8
Closed -$1K – 119
2014
Q2 		$1K Hold
8
– – ﹤0.01% 132
2014
Q1 		$1K Hold
8
– – ﹤0.01% 132
2013
Q4 		$1K Buy
+8
New +$692 ﹤0.01% 131

Other funds holding ZBH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kelly Lawrence W & Associates's ZBH Position: Q3 2016 in Review

Kelly Lawrence W & Associates sold out of Zimmer Biomet (ZBH) in Q3 2016, closing a stake of 8 shares — an estimated $1K sold.

Kelly Lawrence W & Associates first reported a position in ZBH in Q4 2013 and held it in 10 quarters. The position peaked at $1K in Q2 2016. 808 funds tracked by Wall St. Rank hold ZBH as of Q3 2016.

  • Kelly Lawrence W & Associates reported no remaining Zimmer Biomet position as of Q3 2016 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 8 Zimmer Biomet shares in Q3 2016, an estimated $1K.
  • Kelly Lawrence W & Associates first reported a position in Zimmer Biomet in Q4 2013 and held it in 10 quarters.
  • Kelly Lawrence W & Associates's Zimmer Biomet position peaked at $1K in Q2 2016.
  • 808 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2016.

Based on Kelly Lawrence W & Associates's 13F filing for Q3 2016, filed 15 Nov 2016.