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Retirement Design & Management’s Thermo Fisher Scientific TMO Stock Holding History

Retirement Design & 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
2016
Q3 		– Sell
-3,854
Closed -$569K – 58
2016
Q2 		$569K Buy
3,854
+211
+6% +$31.1K 0.36% 49
2016
Q1 		$516K Buy
3,643
+245
+7% +$32.8K 0.37% 46
2015
Q4 		$482K Buy
3,398
+516
+18% +$68.8K 0.27% 52
2015
Q3 		$352K Buy
2,882
+416
+17% +$54.2K 0.36% 50
2015
Q2 		$320K Buy
+2,466
New +$321K 0.27% 56

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Retirement Design & Management's TMO Position: Q3 2016 in Review

Retirement Design & Management sold out of Thermo Fisher Scientific (TMO) in Q3 2016, closing a stake of 3,854 shares — an estimated $569K sold.

Retirement Design & Management first reported a position in TMO in Q2 2015 and held it in 5 quarters. The position peaked at $569K in Q2 2016. 1,044 funds tracked by Wall St. Rank hold TMO as of Q3 2016.

  • Retirement Design & Management reported no remaining Thermo Fisher Scientific position as of Q3 2016 after selling out during the quarter.
  • Retirement Design & Management sold 3,854 Thermo Fisher Scientific shares in Q3 2016, an estimated $569K.
  • Retirement Design & Management first reported a position in Thermo Fisher Scientific in Q2 2015 and held it in 5 quarters.
  • Retirement Design & Management's Thermo Fisher Scientific position peaked at $569K in Q2 2016.
  • 1,044 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.