SFWA
TMO icon

Summit Financial Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Summit Financial Wealth Advisors’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
Q4 		– Sell
-1,452
Closed -$231K – 145
2016
Q3 		$231K Buy
+1,452
New +$224K 0.1% 130

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Summit Financial Wealth Advisors's TMO Position: Q4 2016 in Review

Summit Financial Wealth Advisors sold out of Thermo Fisher Scientific (TMO) in Q4 2016, closing a stake of 1,452 shares — an estimated $231K sold.

Summit Financial Wealth Advisors first reported a position in TMO in Q3 2016 and held it in 1 quarter. The position peaked at $231K in Q3 2016. 1,113 funds tracked by Wall St. Rank hold TMO as of Q4 2016.

  • Summit Financial Wealth Advisors reported no remaining Thermo Fisher Scientific position as of Q4 2016 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,452 Thermo Fisher Scientific shares in Q4 2016, an estimated $231K.
  • Summit Financial Wealth Advisors first reported a position in Thermo Fisher Scientific in Q3 2016 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Thermo Fisher Scientific position peaked at $231K in Q3 2016.
  • 1,113 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2016.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.