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Concert Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Concert Wealth Management’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
2017
Q2 		– Sell
-1,763
Closed -$250K – 415
2017
Q1 		$250K Sell
1,763
-5
-0.3% -$764 0.06% 397
2016
Q4 		$251K Sell
1,768
-89
-5% -$13.1K 0.06% 401
2016
Q3 		$297K Sell
1,857
-54
-3% -$8.32K 0.04% 499
2016
Q2 		$283K Buy
+1,911
New +$282K 0.04% 482
2015
Q4 		– Sell
-1,682
Closed -$202K – 745
2015
Q3 		$202K Buy
+1,682
New +$219K 0.03% 609
2015
Q1 		– Sell
-1,803
Closed -$228K – 611
2014
Q4 		$228K Sell
1,803
-2,217
-55% -$270K 0.03% 542
2014
Q3 		$485K Buy
4,020
+1,444
+56% +$176K 0.07% 271
2014
Q2 		$290K Buy
2,576
+154
+6% +$18.1K 0.04% 426
2014
Q1 		$290K Sell
2,422
-542
-18% -$64.4K 0.04% 413
2013
Q4 		$331K Buy
2,964
+542
+22% +$53.9K 0.04% 353
2013
Q3 		$221K Buy
+2,422
New +$219K 0.03% 456

Other funds holding TMO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Concert Wealth Management's TMO Position: Q2 2017 in Review

Concert Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q2 2017, closing a stake of 1,763 shares — an estimated $250K sold.

Concert Wealth Management first reported a position in TMO in Q3 2013 and held it in 11 quarters. The position peaked at $485K in Q3 2014. 1,159 funds tracked by Wall St. Rank hold TMO as of Q2 2017.

  • Concert Wealth Management reported no remaining Thermo Fisher Scientific position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 1,763 Thermo Fisher Scientific shares in Q2 2017, an estimated $250K.
  • Concert Wealth Management first reported a position in Thermo Fisher Scientific in Q3 2013 and held it in 11 quarters.
  • Concert Wealth Management's Thermo Fisher Scientific position peaked at $485K in Q3 2014.
  • 1,159 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.