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Fiduciary Financial Services of The Southwest’s Thermo Fisher Scientific TMO Stock Holding History

Fiduciary Financial Services of The Southwest’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
Q4 		$8.38M Sell
25,809
-1,292
-5% -$392K 2.19% 10
2019
Q3 		$7.89M Sell
27,101
-239
-0.9% -$68.4K 2.11% 9
2019
Q2 		$8.03M Sell
27,340
-587
-2% -$162K 2.27% 9
2019
Q1 		$7.64M Sell
27,927
-420
-1% -$105K 2.23% 9
2018
Q4 		$6.34M Sell
28,347
-242
-0.8% -$56.8K 2% 12
2018
Q3 		$6.98M Sell
28,589
-760
-3% -$175K 1.94% 13
2018
Q2 		$6.08M Sell
29,349
-1,138
-4% -$242K 1.84% 12
2018
Q1 		$6.29M Sell
30,487
-171
-0.6% -$35.9K 1.93% 11
2017
Q4 		$5.82M Sell
30,658
-1,057
-3% -$202K 1.71% 12
2017
Q3 		$6M Buy
31,715
+351
+1% +$63.6K 1.8% 14
2017
Q2 		$5.47M Buy
31,364
+496
+2% +$83.3K 1.69% 15
2017
Q1 		$4.74M Sell
30,868
-597
-2% -$91.2K 1.51% 18
2016
Q4 		$4.44M Sell
31,465
-376
-1% -$55.4K 1.46% 20
2016
Q3 		$5.07M Sell
31,841
-395
-1% -$60.9K 1.63% 18
2016
Q2 		$4.76M Buy
32,236
+640
+2% +$94.5K 1.53% 20
2016
Q1 		$4.47M Buy
31,596
+464
+1% +$62.2K 1.59% 17
2015
Q4 		$4.42M Sell
31,132
-1,568
-5% -$209K 1.57% 17
2015
Q3 		$4M Buy
32,700
+124
+0.4% +$16.2K 1.4% 21
2015
Q2 		$4.23M Sell
32,576
-436
-1% -$56.8K 1.3% 22
2015
Q1 		$4.43M Sell
33,012
-1,075
-3% -$139K 1.3% 20
2014
Q4 		$4.27M Buy
34,087
+832
+3% +$101K 1.22% 20
2014
Q3 		$4.05M Buy
33,255
+415
+1% +$50.5K 1.14% 24
2014
Q2 		$3.88M Buy
32,840
+85
+0.3% +$10K 1.09% 28
2014
Q1 		$3.94M Buy
32,755
+935
+3% +$111K 1.19% 25
2013
Q4 		$3.54M Buy
31,820
+1,035
+3% +$103K 1.11% 27
2013
Q3 		$2.84M Buy
30,785
+2,195
+8% +$199K 0.94% 36
2013
Q2 		$2.42M Buy
+28,590
New +$2.38M 0.81% 42

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's TMO Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its Thermo Fisher Scientific (TMO) stake by 4.8% in Q4 2019, selling an estimated $392K and leaving 25,809 shares worth $8.38M. The position accounts for 2.19% of the portfolio, ranked #10.

Fiduciary Financial Services of The Southwest first reported a position in TMO in Q2 2013 and has held it in 27 quarters since. 1,679 funds tracked by Wall St. Rank hold TMO as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 25,809 shares of Thermo Fisher Scientific worth $8.38M as of Q4 2019.
  • Fiduciary Financial Services of The Southwest sold 1,292 Thermo Fisher Scientific shares in Q4 2019, an estimated $392K.
  • Thermo Fisher Scientific made up 2.19% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #10 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in Thermo Fisher Scientific in Q2 2013 and has held it in 27 quarters since.
  • 1,679 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.