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Cobiz Wealth’s Thermo Fisher Scientific TMO Stock Holding History

Cobiz Wealth’s Portfolio TMO Stock Details TMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$6.3M Sell
21,444
-1,292
-6% -$356K 1.25% 36
2019
Q1 		$6.22M Buy
22,736
+684
+3% +$170K 1.2% 37
2018
Q4 		$4.93M Buy
22,052
+280
+1% +$65.7K 1.08% 37
2018
Q3 		$5.31M Buy
21,772
+285
+1% +$65.6K 1.02% 39
2018
Q2 		$4.45M Buy
21,487
+446
+2% +$94.7K 0.9% 48
2018
Q1 		$4.34M Buy
21,041
+1,017
+5% +$213K 0.92% 47
2017
Q4 		$3.8M Buy
+20,024
New +$3.84M 0.79% 49
2013
Q3 		– Sell
-32
Closed -$3K – 331
2013
Q2 		$3K Buy
+32
New +$2.66K ﹤0.01% 347

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cobiz Wealth's TMO Position: Q2 2019 in Review

Cobiz Wealth reduced its Thermo Fisher Scientific (TMO) stake by 5.7% in Q2 2019, selling an estimated $356K and leaving 21,444 shares worth $6.3M. The position accounts for 1.25% of the portfolio, ranked #36.

Cobiz Wealth first reported a position in TMO in Q2 2013 and has held it in 8 quarters since. 1,559 funds tracked by Wall St. Rank hold TMO as of Q2 2019.

  • Cobiz Wealth held 21,444 shares of Thermo Fisher Scientific worth $6.3M as of Q2 2019.
  • Cobiz Wealth sold 1,292 Thermo Fisher Scientific shares in Q2 2019, an estimated $356K.
  • Thermo Fisher Scientific made up 1.25% of Cobiz Wealth's portfolio in Q2 2019, its #36 holding.
  • Cobiz Wealth first reported a position in Thermo Fisher Scientific in Q2 2013 and has held it in 8 quarters since.
  • 1,559 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2019.

Based on Cobiz Wealth's 13F filing for Q2 2019, filed 8 Jul 2019.