West Oak Capital’s Zimmer Biomet ZBH Stock Holding History

West Oak Capital’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 Q2	–	Sell	-118	Closed	-$12.5K	–	347
2018 Q1	$12.5K	Hold	118	–	–	0.01%	258
2017 Q4	$13.9K	Hold	118	–	–	0.01%	234
2017 Q3	$13.5K	Sell	118 -37	-24%	-$4.27K	0.01%	262
2017 Q2	$19.3K	Hold	155	–	–	0.01%	240
2017 Q1	$18.3K	Sell	155 -133	-46%	-$15.1K	0.01%	253
2016 Q4	$28.9K	Sell	288 -134	-32%	-$14.4K	0.02%	222
2016 Q3	$53.3K	Buy	422 +134	+47%	+$16.6K	0.04%	172
2016 Q2	$33.7K	Hold	288	–	–	0.02%	192
2016 Q1	$29.9K	Hold	288	–	–	0.02%	169
2015 Q4	$28.7K	Hold	288	–	–	0.02%	171
2015 Q3	$26.3K	Hold	288	–	–	0.02%	173
2015 Q2	$30.6K	Hold	288	–	–	0.02%	169
2015 Q1	$32.9K	Hold	288	–	–	0.02%	173
2014 Q4	$31.8K	Hold	288	–	–	0.02%	180
2014 Q3	$28.2K	Hold	288	–	–	0.02%	165
2014 Q2	$29.1K	Hold	288	–	–	0.02%	169
2014 Q1	$26.5K	Hold	288	–	–	0.02%	172
2013 Q4	$26.1K	Hold	288	–	–	0.02%	175
2013 Q3	$23K	Hold	288	–	–	0.02%	175
2013 Q2	$21K	Buy	+288	New	+$21.5K	0.02%	173

Other funds holding ZBH

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

West Oak Capital's ZBH Position: Q2 2018 in Review

West Oak Capital sold out of Zimmer Biomet (ZBH) in Q2 2018, closing a stake of 118 shares — an estimated $12.5K sold.

West Oak Capital first reported a position in ZBH in Q2 2013 and held it in 20 quarters. The position peaked at $53.3K in Q3 2016. 869 funds tracked by Wall St. Rank hold ZBH as of Q2 2018.

West Oak Capital reported no remaining Zimmer Biomet position as of Q2 2018 after selling out during the quarter.
West Oak Capital sold 118 Zimmer Biomet shares in Q2 2018, an estimated $12.5K.
West Oak Capital first reported a position in Zimmer Biomet in Q2 2013 and held it in 20 quarters.
West Oak Capital's Zimmer Biomet position peaked at $53.3K in Q3 2016.
869 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2018.

Based on West Oak Capital's 13F filing for Q2 2018, filed 6 Jul 2018.