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Pathway Financial Advisors’s Zimmer Biomet ZBH Stock Holding History

Pathway Financial Advisors’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 		– Sell
-515
Closed -$56K – 392
2018
Q2 		$56K Hold
515
– – 0.03% 241
2018
Q1 		$55K Hold
515
– – 0.03% 240
2017
Q4 		$60K Buy
+515
New +$58.2K 0.03% 238

Other funds holding ZBH

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Vanguard Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Pathway Financial Advisors's ZBH Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Zimmer Biomet (ZBH) in Q3 2018, closing a stake of 515 shares — an estimated $56K sold.

Pathway Financial Advisors first reported a position in ZBH in Q4 2017 and held it in 3 quarters. The position peaked at $60K in Q4 2017. 891 funds tracked by Wall St. Rank hold ZBH as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Zimmer Biomet position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 515 Zimmer Biomet shares in Q3 2018, an estimated $56K.
  • Pathway Financial Advisors first reported a position in Zimmer Biomet in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Zimmer Biomet position peaked at $60K in Q4 2017.
  • 891 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.