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Rockefeller Financial Services’s Thermo Fisher Scientific TMO Stock Holding History

Rockefeller Financial Services’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
Q4 		$3.48M Sell
18,314
-75
-0.4% -$14.4K 0.05% 151
2017
Q3 		$3.48M Buy
18,389
+8,477
+86% +$1.54M 0.07% 126
2017
Q2 		$1.73M Sell
9,912
-7,957
-45% -$1.34M 0.03% 144
2017
Q1 		$2.74M Sell
17,869
-382
-2% -$58.4K 0.05% 130
2016
Q4 		$2.58M Buy
18,251
+1,296
+8% +$191K 0.05% 135
2016
Q3 		$2.7M Hold
16,955
– – 0.06% 132
2016
Q2 		$2.5M Sell
16,955
-3,610
-18% -$533K 0.05% 135
2016
Q1 		$2.91M Buy
20,565
+4,148
+25% +$556K 0.06% 130
2015
Q4 		$2.33M Buy
16,417
+194
+1% +$25.9K 0.05% 146
2015
Q3 		$1.98M Hold
16,223
– – 0.04% 149
2015
Q2 		$2.11M Sell
16,223
-500
-3% -$65.2K 0.04% 148
2015
Q1 		$2.25M Buy
16,723
+735
+5% +$94.8K 0.05% 148
2014
Q4 		$2M Buy
15,988
+170
+1% +$20.7K 0.04% 152
2014
Q3 		$1.93M Sell
15,818
-1,509
-9% -$183K 0.04% 164
2014
Q2 		$2.04M Sell
17,327
-85
-0.5% -$10K 0.05% 178
2014
Q1 		$2.09M Sell
17,412
-129
-0.7% -$15.3K 0.05% 181
2013
Q4 		$1.95M Buy
17,541
+77
+0.4% +$7.66K 0.04% 196
2013
Q3 		$1.61M Sell
17,464
-528,141
-97% -$47.8M 0.04% 201
2013
Q2 		$46.2M Buy
+545,605
New +$45.4M 1.11% 30

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rockefeller Financial Services's TMO Position: Q4 2017 in Review

Rockefeller Financial Services reduced its Thermo Fisher Scientific (TMO) stake by 0.41% in Q4 2017, selling an estimated $14.4K and leaving 18,314 shares worth $3.48M. The position accounts for 0.05% of the portfolio, ranked #151.

Rockefeller Financial Services first reported a position in TMO in Q2 2013 and has held it in 19 quarters since. The position peaked at $46.2M in Q2 2013. 1,246 funds tracked by Wall St. Rank hold TMO as of Q4 2017.

  • Rockefeller Financial Services held 18,314 shares of Thermo Fisher Scientific worth $3.48M as of Q4 2017.
  • Rockefeller Financial Services sold 75 Thermo Fisher Scientific shares in Q4 2017, an estimated $14.4K.
  • Thermo Fisher Scientific made up 0.05% of Rockefeller Financial Services's portfolio in Q4 2017, its #151 holding.
  • Rockefeller Financial Services first reported a position in Thermo Fisher Scientific in Q2 2013 and has held it in 19 quarters since.
  • Rockefeller Financial Services's Thermo Fisher Scientific position peaked at $46.2M in Q2 2013.
  • 1,246 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.