Mariner Wealth Advisors (Cincinnati)’s Zimmer Biomet ZBH Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	$642K	Sell	5,033 -3	-0.1%	-$357	0.04%	167
2018 Q2	$545K	Buy	5,036 +190	+4%	+$20.7K	0.03%	176
2018 Q1	$513K	Buy	4,846 +360	+8%	+$41.8K	0.03%	185
2017 Q4	$526K	Buy	4,486 +376	+9%	+$42.5K	0.03%	174
2017 Q3	$467K	Sell	4,110 -601	-13%	-$69.4K	0.03%	175
2017 Q2	$587K	Buy	4,711 +652	+16%	+$77.3K	0.04%	154
2017 Q1	$481K	Buy	4,059 +97	+2%	+$11K	0.03%	168
2016 Q4	$397K	Buy	3,962 +1,076	+37%	+$115K	0.03%	180
2016 Q3	$364K	Buy	2,886 +438	+18%	+$54.1K	0.03%	191
2016 Q2	$286K	Buy	+2,448	New	+$277K	0.03%	213
2016 Q1	–	Sell	-2,697	Closed	-$269K	–	254
2015 Q4	$269K	Buy	+2,697	New	+$264K	0.03%	201

Other funds holding ZBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati)'s ZBH Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Zimmer Biomet (ZBH) stake by 0.06% in Q3 2018, selling an estimated $357 and leaving 5,033 shares worth $642K. The position accounts for 0.04% of the portfolio, ranked #167.

Mariner Wealth Advisors (Cincinnati) first reported a position in ZBH in Q4 2015 and has held it in 11 quarters since. 891 funds tracked by Wall St. Rank hold ZBH as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 5,033 shares of Zimmer Biomet worth $642K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 3 Zimmer Biomet shares in Q3 2018, an estimated $357.
Zimmer Biomet made up 0.04% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #167 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Zimmer Biomet in Q4 2015 and has held it in 11 quarters since.
891 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.