Oak Point Wealth Management’s Zoetis ZTS Stock Holding History

Oak Point Wealth Management’s Portfolio ZTS Stock Details ZTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$40K	Hold	487	–	–	0.04%	112
2017 Q4	$35K	Buy	+487	New	+$33.4K	0.03%	123

Other funds holding ZTS

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oak Point Wealth Management's ZTS Position: Q1 2018 in Review

Oak Point Wealth Management held its Zoetis (ZTS) position steady in Q1 2018 at 487 shares worth $40K. The position accounts for 0.04% of the portfolio, ranked #112.

Oak Point Wealth Management first reported a position in ZTS in Q4 2017 and has held it in 2 quarters since. 917 funds tracked by Wall St. Rank hold ZTS as of Q1 2018.

Oak Point Wealth Management held 487 shares of Zoetis worth $40K as of Q1 2018.
Oak Point Wealth Management left its Zoetis share count unchanged in Q1 2018.
Zoetis made up 0.04% of Oak Point Wealth Management's portfolio in Q1 2018, its #112 holding.
Oak Point Wealth Management first reported a position in Zoetis in Q4 2017 and has held it in 2 quarters since.
917 funds tracked by Wall St. Rank held Zoetis as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.