Night Owl Capital Management’s Thermo Fisher Scientific TMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-5,750	Closed	-$691K	–	22
2014 Q1	$691K	Hold	5,750	–	–	0.31%	19
2013 Q4	$640K	Hold	5,750	–	–	0.28%	18
2013 Q3	$530K	Hold	5,750	–	–	0.26%	20
2013 Q2	$487K	Buy	+5,750	New	+$487K	0.27%	23