Klingman & Associates’s Zimmer Biomet ZBH Stock Holding History

Klingman & 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 Q4	–	Sell	-206	Closed	-$26K	–	328
2016 Q3	$26K	Hold	206	–	–	0.01%	245
2016 Q2	$24K	Hold	206	–	–	0.01%	248
2016 Q1	$21K	Hold	206	–	–	0.01%	252
2015 Q4	$21K	Hold	206	–	–	0.01%	265
2015 Q3	$18K	Hold	206	–	–	0.01%	272
2015 Q2	$22K	Hold	206	–	–	0.01%	251
2015 Q1	$24K	Hold	206	–	–	0.01%	224
2014 Q4	$22K	Buy	+206	New	+$21.7K	0.01%	230

Other funds holding ZBH

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Klingman & Associates's ZBH Position: Q4 2016 in Review

Klingman & Associates sold out of Zimmer Biomet (ZBH) in Q4 2016, closing a stake of 206 shares — an estimated $26K sold.

Klingman & Associates first reported a position in ZBH in Q4 2014 and held it in 8 quarters. The position peaked at $26K in Q3 2016. 812 funds tracked by Wall St. Rank hold ZBH as of Q4 2016.

Klingman & Associates reported no remaining Zimmer Biomet position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 206 Zimmer Biomet shares in Q4 2016, an estimated $26K.
Klingman & Associates first reported a position in Zimmer Biomet in Q4 2014 and held it in 8 quarters.
Klingman & Associates's Zimmer Biomet position peaked at $26K in Q3 2016.
812 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.