MinichMacGregor Wealth Management’s Zimmer Biomet ZBH Stock Holding History

MinichMacGregor Wealth Management’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 Q2	–	Sell	-41	Closed	-$4K	–	474
2016 Q1	$4K	Hold	41	–	–	﹤0.01%	333
2015 Q4	$4K	Buy	+41	New	+$4.01K	﹤0.01%	302

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

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

MinichMacGregor Wealth Management's ZBH Position: Q2 2016 in Review

MinichMacGregor Wealth Management sold out of Zimmer Biomet (ZBH) in Q2 2016, closing a stake of 41 shares — an estimated $4K sold.

MinichMacGregor Wealth Management first reported a position in ZBH in Q4 2015 and held it in 2 quarters. The position peaked at $4K in Q1 2016. 765 funds tracked by Wall St. Rank hold ZBH as of Q2 2016.

MinichMacGregor Wealth Management reported no remaining Zimmer Biomet position as of Q2 2016 after selling out during the quarter.
MinichMacGregor Wealth Management sold 41 Zimmer Biomet shares in Q2 2016, an estimated $4K.
MinichMacGregor Wealth Management first reported a position in Zimmer Biomet in Q4 2015 and held it in 2 quarters.
MinichMacGregor Wealth Management's Zimmer Biomet position peaked at $4K in Q1 2016.
765 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2016, filed 28 Jun 2018.