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Wagner Wealth Management (South Carolina)’s Zimmer Biomet ZBH Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$55K Hold
432
– – 0.04% 245
2018
Q2 		$47K Hold
432
– – 0.03% 236
2018
Q1 		$46K Buy
+432
New +$50.2K 0.04% 220
2017
Q4 		– Hold
0
– – – 384

Other funds holding ZBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s ZBH Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Zimmer Biomet (ZBH) position steady in Q3 2018 at 432 shares worth $55K. The position accounts for 0.04% of the portfolio, ranked #245.

Wagner Wealth Management (South Carolina) first reported a position in ZBH in Q1 2018 and has held it in 3 quarters since. 892 funds tracked by Wall St. Rank hold ZBH as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 432 shares of Zimmer Biomet worth $55K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Zimmer Biomet share count unchanged in Q3 2018.
  • Zimmer Biomet made up 0.04% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #245 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Zimmer Biomet in Q1 2018 and has held it in 3 quarters since.
  • 892 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.