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

Night Owl Capital 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
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	+$479K	0.27%	23

Other funds holding TMO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Night Owl Capital Management's TMO Position: Q2 2014 in Review

Night Owl Capital Management sold out of Thermo Fisher Scientific (TMO) in Q2 2014, closing a stake of 5,750 shares — an estimated $691K sold.

Night Owl Capital Management first reported a position in TMO in Q2 2013 and held it in 4 quarters. The position peaked at $691K in Q1 2014. 911 funds tracked by Wall St. Rank hold TMO as of Q2 2014.

Night Owl Capital Management reported no remaining Thermo Fisher Scientific position as of Q2 2014 after selling out during the quarter.
Night Owl Capital Management sold 5,750 Thermo Fisher Scientific shares in Q2 2014, an estimated $691K.
Night Owl Capital Management first reported a position in Thermo Fisher Scientific in Q2 2013 and held it in 4 quarters.
Night Owl Capital Management's Thermo Fisher Scientific position peaked at $691K in Q1 2014.
911 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2014.

Based on Night Owl Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.