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Rocky Mountain Private Wealth Management’s Zoetis ZTS Stock Holding History

Rocky Mountain Private 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
2016
Q3 		$5K Hold
100
– – 3.68% 10
2016
Q2 		$4K Hold
100
– – 2.56% 13
2016
Q1 		$4K Hold
100
– – 2.61% 13
2015
Q4 		$4K Buy
+100
New +$4.52K 2.68% 12

Other funds holding ZTS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Rocky Mountain Private Wealth Management's ZTS Position: Q3 2016 in Review

Rocky Mountain Private Wealth Management held its Zoetis (ZTS) position steady in Q3 2016 at 100 shares worth $5K. The position accounts for 3.68% of the portfolio, ranked #10.

Rocky Mountain Private Wealth Management first reported a position in ZTS in Q4 2015 and has held it in 4 quarters since. 652 funds tracked by Wall St. Rank hold ZTS as of Q3 2016.

  • Rocky Mountain Private Wealth Management held 100 shares of Zoetis worth $5K as of Q3 2016.
  • Rocky Mountain Private Wealth Management left its Zoetis share count unchanged in Q3 2016.
  • Zoetis made up 3.68% of Rocky Mountain Private Wealth Management's portfolio in Q3 2016, its #10 holding.
  • Rocky Mountain Private Wealth Management first reported a position in Zoetis in Q4 2015 and has held it in 4 quarters since.
  • 652 funds tracked by Wall St. Rank held Zoetis as of Q3 2016.

Based on Rocky Mountain Private Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.