Wolf Group Capital Advisors’s Zimmer Biomet ZBH Stock Holding History

Wolf Group Capital 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
2016 Q2	–	Sell	-2,302	Closed	-$238K	–	116
2016 Q1	$238K	Sell	2,302 -1,345	-37%	-$130K	0.18%	89
2015 Q4	$363K	Sell	3,647 -3,791	-51%	-$371K	0.27%	85
2015 Q3	$678K	Buy	7,438 +325	+5%	+$32.6K	0.54%	62
2015 Q2	$754K	Sell	7,113 -737	-9%	-$81.5K	0.5%	69
2015 Q1	$896K	Sell	7,850 -242	-3%	-$27.6K	0.62%	65
2014 Q4	$891K	Buy	8,092 +284	+4%	+$29.9K	0.64%	63
2014 Q3	$762K	Buy	7,808 +624	+9%	+$61.4K	0.57%	63
2014 Q2	$724K	Buy	7,184 +134	+2%	+$13.1K	0.53%	68
2014 Q1	$647K	Buy	7,050 +206	+3%	+$19K	0.5%	72
2013 Q4	$619K	Buy	+6,844	New	+$592K	0.5%	72

Other funds holding ZBH

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

KKRC

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

Wolf Group Capital Advisors's ZBH Position: Q2 2016 in Review

Wolf Group Capital Advisors sold out of Zimmer Biomet (ZBH) in Q2 2016, closing a stake of 2,302 shares — an estimated $238K sold.

Wolf Group Capital Advisors first reported a position in ZBH in Q4 2013 and held it in 10 quarters. The position peaked at $896K in Q1 2015. 765 funds tracked by Wall St. Rank hold ZBH as of Q2 2016.

Wolf Group Capital Advisors reported no remaining Zimmer Biomet position as of Q2 2016 after selling out during the quarter.
Wolf Group Capital Advisors sold 2,302 Zimmer Biomet shares in Q2 2016, an estimated $238K.
Wolf Group Capital Advisors first reported a position in Zimmer Biomet in Q4 2013 and held it in 10 quarters.
Wolf Group Capital Advisors's Zimmer Biomet position peaked at $896K in Q1 2015.
765 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2016.

Based on Wolf Group Capital Advisors's 13F filing for Q2 2016, filed 2 Aug 2016.