WealthTrust Fairport’s Zimmer Biomet ZBH Stock Holding History

WealthTrust Fairport’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	–	Sell	-67	Closed	-$7K	–	569
2018 Q2	$7K	Buy	67 +26	+63%	+$2.83K	﹤0.01%	405
2018 Q1	$4K	Buy	+41	New	+$4.76K	﹤0.01%	442
2015 Q1	–	Sell	-41	Closed	-$5K	–	391
2014 Q4	$5K	Buy	+41	New	+$4.32K	﹤0.01%	394
2014 Q2	–	Sell	-309	Closed	-$28K	–	384
2014 Q1	$28K	Buy	309 +103	+50%	+$9.49K	﹤0.01%	173
2013 Q4	$19K	Hold	206	–	–	﹤0.01%	180
2013 Q3	$16K	Hold	206	–	–	﹤0.01%	232
2013 Q2	$15K	Buy	+206	New	+$15.4K	﹤0.01%	222

Other funds holding ZBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

WealthTrust Fairport's ZBH Position: Q3 2018 in Review

WealthTrust Fairport sold out of Zimmer Biomet (ZBH) in Q3 2018, closing a stake of 67 shares — an estimated $7K sold.

WealthTrust Fairport first reported a position in ZBH in Q2 2013 and held it in 7 quarters. The position peaked at $28K in Q1 2014. 891 funds tracked by Wall St. Rank hold ZBH as of Q3 2018.

WealthTrust Fairport reported no remaining Zimmer Biomet position as of Q3 2018 after selling out during the quarter.
WealthTrust Fairport sold 67 Zimmer Biomet shares in Q3 2018, an estimated $7K.
WealthTrust Fairport first reported a position in Zimmer Biomet in Q2 2013 and held it in 7 quarters.
WealthTrust Fairport's Zimmer Biomet position peaked at $28K in Q1 2014.
891 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2018.

Based on WealthTrust Fairport's 13F filing for Q3 2018, filed 2 Nov 2018.