Windsor Capital Management’s Zimmer Biomet ZBH Stock Holding History

Windsor Capital 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
2015 Q4	–	Sell	-412	Closed	-$37K	–	443
2015 Q3	$37K	Buy	+412	New	+$41.3K	0.02%	188
2014 Q1	–	Sell	-412	Closed	-$37K	–	311
2013 Q4	$37K	Hold	412	–	–	0.02%	194
2013 Q3	$33K	Hold	412	–	–	0.02%	219
2013 Q2	$30K	Buy	+412	New	+$30.8K	0.02%	218

Other funds holding ZBH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 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

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Windsor Capital Management's ZBH Position: Q4 2015 in Review

Windsor Capital Management sold out of Zimmer Biomet (ZBH) in Q4 2015, closing a stake of 412 shares — an estimated $37K sold.

Windsor Capital Management first reported a position in ZBH in Q2 2013 and held it in 4 quarters. The position peaked at $37K in Q3 2015. 739 funds tracked by Wall St. Rank hold ZBH as of Q4 2015.

Windsor Capital Management reported no remaining Zimmer Biomet position as of Q4 2015 after selling out during the quarter.
Windsor Capital Management sold 412 Zimmer Biomet shares in Q4 2015, an estimated $37K.
Windsor Capital Management first reported a position in Zimmer Biomet in Q2 2013 and held it in 4 quarters.
Windsor Capital Management's Zimmer Biomet position peaked at $37K in Q3 2015.
739 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.