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Triangle Securities Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Triangle Securities Wealth Management’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
2013
Q3 		– Sell
-155
Closed -$11K – 392
2013
Q2 		$11K Buy
+155
New +$11.6K 0.01% 447

Other funds holding ZBH

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Triangle Securities Wealth Management's ZBH Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Zimmer Biomet (ZBH) in Q3 2013, closing a stake of 155 shares — an estimated $11K sold.

Triangle Securities Wealth Management first reported a position in ZBH in Q2 2013 and held it in 1 quarter. The position peaked at $11K in Q2 2013. 650 funds tracked by Wall St. Rank hold ZBH as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Zimmer Biomet position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 155 Zimmer Biomet shares in Q3 2013, an estimated $11K.
  • Triangle Securities Wealth Management first reported a position in Zimmer Biomet in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Zimmer Biomet position peaked at $11K in Q2 2013.
  • 650 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.