Integrated Wealth Management (Palm Desert)’s Thermo Fisher Scientific TMO Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$236K	Hold	1,536	–	–	0.08%	220
2016 Q4	$217K	Sell	1,536 -80	-5%	-$11.8K	0.08%	223
2016 Q3	$257K	Sell	1,616 -21	-1%	-$3.24K	0.09%	185
2016 Q2	$242K	Hold	1,637	–	–	0.09%	190
2016 Q1	$232K	Sell	1,637 -264	-14%	-$35.4K	0.1%	172
2015 Q4	$270K	Sell	1,901 -69	-4%	-$9.2K	0.12%	140
2015 Q3	$241K	Hold	1,970	–	–	0.11%	158
2015 Q2	$256K	Sell	1,970 -98	-5%	-$12.8K	0.1%	154
2015 Q1	$277K	Buy	+2,068	New	+$267K	0.12%	143

Other funds holding TMO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s TMO Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) held its Thermo Fisher Scientific (TMO) position steady in Q1 2017 at 1,536 shares worth $236K. The position accounts for 0.08% of the portfolio, ranked #220.

Integrated Wealth Management (Palm Desert) first reported a position in TMO in Q1 2015 and has held it in 9 quarters since. The position peaked at $277K in Q1 2015. 1,135 funds tracked by Wall St. Rank hold TMO as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 1,536 shares of Thermo Fisher Scientific worth $236K as of Q1 2017.
Integrated Wealth Management (Palm Desert) left its Thermo Fisher Scientific share count unchanged in Q1 2017.
Thermo Fisher Scientific made up 0.08% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #220 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Thermo Fisher Scientific in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s Thermo Fisher Scientific position peaked at $277K in Q1 2015.
1,135 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.