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Willingdon Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Willingdon Wealth 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
2019
Q4 		– Sell
-19
Closed -$6K – 527
2019
Q3 		$6K Buy
+19
New +$5.44K ﹤0.01% 269
2018
Q4 		– Sell
-35
Closed -$9K – 407
2018
Q3 		$9K Buy
+35
New +$8.05K ﹤0.01% 298

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Willingdon Wealth Management's TMO Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q4 2019, closing a stake of 19 shares — an estimated $6K sold.

Willingdon Wealth Management first reported a position in TMO in Q3 2018 and held it in 2 quarters. The position peaked at $9K in Q3 2018. 1,678 funds tracked by Wall St. Rank hold TMO as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Thermo Fisher Scientific position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 19 Thermo Fisher Scientific shares in Q4 2019, an estimated $6K.
  • Willingdon Wealth Management first reported a position in Thermo Fisher Scientific in Q3 2018 and held it in 2 quarters.
  • Willingdon Wealth Management's Thermo Fisher Scientific position peaked at $9K in Q3 2018.
  • 1,678 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.