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WFG Advisors’s Zimmer Biomet ZBH Stock Holding History

WFG 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
2017
Q2 		$601K Buy
4,819
+4,809
+48,090% +$570K 0.14% 175
2017
Q1 		$1K Sell
10
-2,200
-100% -$249K ﹤0.01% 1443
2016
Q4 		$221K Buy
2,210
+117
+6% +$12.5K 0.05% 354
2016
Q3 		$264K Buy
2,093
+36
+2% +$4.45K 0.07% 301
2016
Q2 		$240K Buy
2,057
+2,047
+20,470% +$232K 0.06% 288
2016
Q1 		$1K Hold
10
– – ﹤0.01% 1468
2015
Q4 		$1K Hold
10
– – ﹤0.01% 1504
2015
Q3 		$1K Sell
10
-31
-76% -$3.11K ﹤0.01% 1537
2015
Q2 		$4K Sell
41
-28
-41% -$3.1K ﹤0.01% 1399
2015
Q1 		$8K Sell
69
-281
-80% -$32.1K ﹤0.01% 1270
2014
Q4 		$39K Hold
350
– – 0.01% 985
2014
Q3 		$34K Buy
350
+29
+9% +$2.85K 0.01% 1059
2014
Q2 		$32K Hold
321
– – 0.01% 1086
2014
Q1 		$30K Sell
321
-194
-38% -$17.9K 0.01% 1102
2013
Q4 		$47K Sell
515
-103
-17% -$8.91K 0.01% 1021
2013
Q3 		$49K Buy
618
+63
+11% +$4.96K 0.01% 938
2013
Q2 		$40K Buy
+555
New +$41.5K 0.01% 974

Other funds holding ZBH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

WFG Advisors's ZBH Position: Q2 2017 in Review

WFG Advisors increased its Zimmer Biomet (ZBH) stake by 48,090% in Q2 2017, buying an estimated $570K and bringing the position to 4,819 shares worth $601K. The position accounts for 0.14% of the portfolio, ranked #175.

WFG Advisors first reported a position in ZBH in Q2 2013 and has held it in 17 quarters since. 819 funds tracked by Wall St. Rank hold ZBH as of Q2 2017.

  • WFG Advisors held 4,819 shares of Zimmer Biomet worth $601K as of Q2 2017.
  • WFG Advisors bought 4,809 Zimmer Biomet shares in Q2 2017, an estimated $570K.
  • Zimmer Biomet made up 0.14% of WFG Advisors's portfolio in Q2 2017, its #175 holding.
  • WFG Advisors first reported a position in Zimmer Biomet in Q2 2013 and has held it in 17 quarters since.
  • 819 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.