Partnervest Advisory Services’s Zimmer Biomet ZBH Stock Holding History

Partnervest Advisory Services’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
2014 Q3	–	Sell	-235	Closed	-$24K	–	829
2014 Q2	$24K	Hold	235	–	–	0.01%	500
2014 Q1	$22K	Hold	235	–	–	0.01%	486
2013 Q4	$21K	Sell	235 -3	-1%	-$260	0.01%	465
2013 Q3	$19K	Sell	238 -6	-2%	-$472	0.01%	477
2013 Q2	$18K	Buy	+244	New	+$18.2K	0.01%	451

Other funds holding ZBH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BIT

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

Partnervest Advisory Services's ZBH Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Zimmer Biomet (ZBH) in Q3 2014, closing a stake of 235 shares — an estimated $24K sold.

Partnervest Advisory Services first reported a position in ZBH in Q2 2013 and held it in 5 quarters. The position peaked at $24K in Q2 2014. 720 funds tracked by Wall St. Rank hold ZBH as of Q3 2014.

Partnervest Advisory Services reported no remaining Zimmer Biomet position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 235 Zimmer Biomet shares in Q3 2014, an estimated $24K.
Partnervest Advisory Services first reported a position in Zimmer Biomet in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Zimmer Biomet position peaked at $24K in Q2 2014.
720 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.