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

LBA 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
Q1 		$1.42M Sell
9,259
-75
-0.8% -$11.5K 0.75% 19
2016
Q4 		$1.32M Buy
9,334
+260
+3% +$38.3K 0.72% 23
2016
Q3 		$1.44M Sell
9,074
-158
-2% -$24.3K 0.81% 20
2016
Q2 		$1.36M Sell
9,232
-90
-1% -$13.3K 0.77% 23
2016
Q1 		$1.32M Buy
9,322
+100
+1% +$13.4K 0.76% 22
2015
Q4 		$1.31M Sell
9,222
-320
-3% -$42.7K 0.75% 22
2015
Q3 		$1.17M Sell
9,542
-3
-0% -$391 0.74% 22
2015
Q2 		$1.24M Sell
9,545
-205
-2% -$26.7K 0.78% 25
2015
Q1 		$1.31M Buy
9,750
+470
+5% +$60.6K 0.83% 23
2014
Q4 		$1.16M Sell
9,280
-50
-0.5% -$6.08K 0.77% 25
2014
Q3 		$1.14M Buy
9,330
+50
+0.5% +$6.08K 0.79% 27
2014
Q2 		$1.09M Buy
9,280
+25
+0.3% +$2.94K 0.89% 27
2014
Q1 		$1.11M Buy
9,255
+110
+1% +$13.1K 0.91% 24
2013
Q4 		$1.02M Buy
+9,145
New +$909K 0.84% 29

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
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

LBA Wealth Management's TMO Position: Q1 2017 in Review

LBA Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 0.8% in Q1 2017, selling an estimated $11.5K and leaving 9,259 shares worth $1.42M. The position accounts for 0.75% of the portfolio, ranked #19.

LBA Wealth Management first reported a position in TMO in Q4 2013 and has held it in 14 quarters since. The position peaked at $1.44M in Q3 2016. 1,135 funds tracked by Wall St. Rank hold TMO as of Q1 2017.

  • LBA Wealth Management held 9,259 shares of Thermo Fisher Scientific worth $1.42M as of Q1 2017.
  • LBA Wealth Management sold 75 Thermo Fisher Scientific shares in Q1 2017, an estimated $11.5K.
  • Thermo Fisher Scientific made up 0.75% of LBA Wealth Management's portfolio in Q1 2017, its #19 holding.
  • LBA Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2013 and has held it in 14 quarters since.
  • LBA Wealth Management's Thermo Fisher Scientific position peaked at $1.44M in Q3 2016.
  • 1,135 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.