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R&F Capital Advisors’s Zimmer Biomet ZBH Stock Holding History

R&F Capital 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
2017
Q1 		$343K Sell
2,895
-1,746
-38% -$198K 0.09% 367
2016
Q4 		$465K Buy
+4,641
New +$497K 0.16% 197

Other funds holding ZBH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

R&F Capital Advisors's ZBH Position: Q1 2017 in Review

R&F Capital Advisors reduced its Zimmer Biomet (ZBH) stake by 38% in Q1 2017, selling an estimated $198K and leaving 2,895 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #367.

R&F Capital Advisors first reported a position in ZBH in Q4 2016 and has held it in 2 quarters since. The position peaked at $465K in Q4 2016. 817 funds tracked by Wall St. Rank hold ZBH as of Q1 2017.

  • R&F Capital Advisors held 2,895 shares of Zimmer Biomet worth $343K as of Q1 2017.
  • R&F Capital Advisors sold 1,746 Zimmer Biomet shares in Q1 2017, an estimated $198K.
  • Zimmer Biomet made up 0.09% of R&F Capital Advisors's portfolio in Q1 2017, its #367 holding.
  • R&F Capital Advisors first reported a position in Zimmer Biomet in Q4 2016 and has held it in 2 quarters since.
  • R&F Capital Advisors's Zimmer Biomet position peaked at $465K in Q4 2016.
  • 817 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.