Constellation Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Constellation Wealth Advisors’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
2015 Q3	–	Sell	-41,969	Closed	-$5.45M	–	141
2015 Q2	$5.45M	Sell	41,969 -4,026	-9%	-$525K	0.46%	49
2015 Q1	$6.18M	Sell	45,995 -5,415	-11%	-$698K	0.54%	43
2014 Q4	$6.44M	Sell	51,410 -260	-0.5%	-$31.6K	0.54%	43
2014 Q3	$6.29M	Sell	51,670 -2,650	-5%	-$322K	0.58%	38
2014 Q2	$6.41M	Sell	54,320 -800	-1%	-$94.2K	0.72%	38
2014 Q1	$6.63M	Sell	55,120 -3,155	-5%	-$375K	0.65%	39
2013 Q4	$6.49M	Sell	58,275 -1,345	-2%	-$134K	0.62%	39
2013 Q3	$5.49M	Buy	59,620 +1,650	+3%	+$149K	0.63%	41
2013 Q2	$4.91M	Buy	+57,970	New	+$4.83M	0.59%	43

Other funds holding TMO

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

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

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Constellation Wealth Advisors's TMO Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of Thermo Fisher Scientific (TMO) in Q3 2015, closing a stake of 41,969 shares — an estimated $5.45M sold.

Constellation Wealth Advisors first reported a position in TMO in Q2 2013 and held it in 9 quarters. The position peaked at $6.63M in Q1 2014. 971 funds tracked by Wall St. Rank hold TMO as of Q3 2015.

Constellation Wealth Advisors reported no remaining Thermo Fisher Scientific position as of Q3 2015 after selling out during the quarter.
Constellation Wealth Advisors sold 41,969 Thermo Fisher Scientific shares in Q3 2015, an estimated $5.45M.
Constellation Wealth Advisors first reported a position in Thermo Fisher Scientific in Q2 2013 and held it in 9 quarters.
Constellation Wealth Advisors's Thermo Fisher Scientific position peaked at $6.63M in Q1 2014.
971 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.