Smith Hayes Advisers’s Zimmer Biomet ZBH Stock Holding History

Smith Hayes Advisers’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
2016 Q1	$360K	Buy	3,478 +279	+9%	+$27K	0.07%	235
2015 Q4	$319K	Buy	3,199 +130	+4%	+$12.7K	0.07%	250
2015 Q3	$280K	Hold	3,069	–	–	0.06%	250
2015 Q2	$325K	Buy	3,069 +1	+0%	+$111	0.06%	246
2015 Q1	$350K	Buy	3,068 +1	+0%	+$114	0.07%	241
2014 Q4	$338K	Buy	3,067 +1	+0%	+$105	0.07%	239
2014 Q3	$299K	Sell	3,066 -257	-8%	-$25.3K	0.07%	237
2014 Q2	$335K	Sell	3,323 -102	-3%	-$9.95K	0.08%	220
2014 Q1	$314K	Sell	3,425 -225	-6%	-$20.7K	0.08%	221
2013 Q4	$330K	Buy	3,650 +20	+0.6%	+$1.73K	0.11%	193
2013 Q3	$289K	Sell	3,630 -1,641	-31%	-$129K	0.11%	188
2013 Q2	$383K	Buy	+5,271	New	+$394K	0.16%	149

Other funds holding ZBH

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

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

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

Smith Hayes Advisers's ZBH Position: Q1 2016 in Review

Smith Hayes Advisers increased its Zimmer Biomet (ZBH) stake by 8.7% in Q1 2016, buying an estimated $27K and bringing the position to 3,478 shares worth $360K. The position accounts for 0.07% of the portfolio, ranked #235.

Smith Hayes Advisers first reported a position in ZBH in Q2 2013 and has held it in 12 quarters since. The position peaked at $383K in Q2 2013. 746 funds tracked by Wall St. Rank hold ZBH as of Q1 2016.

Smith Hayes Advisers held 3,478 shares of Zimmer Biomet worth $360K as of Q1 2016.
Smith Hayes Advisers bought 279 Zimmer Biomet shares in Q1 2016, an estimated $27K.
Zimmer Biomet made up 0.07% of Smith Hayes Advisers's portfolio in Q1 2016, its #235 holding.
Smith Hayes Advisers first reported a position in Zimmer Biomet in Q2 2013 and has held it in 12 quarters since.
Smith Hayes Advisers's Zimmer Biomet position peaked at $383K in Q2 2013.
746 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2016.

Based on Smith Hayes Advisers's 13F filing for Q1 2016, filed 16 May 2016.