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Summit Financial Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Summit Financial Wealth 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
2016
Q4 		– Sell
-3,457
Closed -$436K – 149
2016
Q3 		$436K Buy
+3,457
New +$427K 0.19% 98

Other funds holding ZBH

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Summit Financial Wealth Advisors's ZBH Position: Q4 2016 in Review

Summit Financial Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q4 2016, closing a stake of 3,457 shares — an estimated $436K sold.

Summit Financial Wealth Advisors first reported a position in ZBH in Q3 2016 and held it in 1 quarter. The position peaked at $436K in Q3 2016. 812 funds tracked by Wall St. Rank hold ZBH as of Q4 2016.

  • Summit Financial Wealth Advisors reported no remaining Zimmer Biomet position as of Q4 2016 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 3,457 Zimmer Biomet shares in Q4 2016, an estimated $436K.
  • Summit Financial Wealth Advisors first reported a position in Zimmer Biomet in Q3 2016 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Zimmer Biomet position peaked at $436K in Q3 2016.
  • 812 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2016.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.