CWM
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Concert Wealth Management’s TSMC TSM Stock Holding History

Concert Wealth Management’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-17,881
Closed -$312K – 583
2013
Q4 		$312K Sell
17,881
-4,267
-19% -$75.8K 0.04% 365
2013
Q3 		$376K Buy
+22,148
New +$378K 0.05% 315

Other funds holding TSM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Concert Wealth Management's TSM Position: Q1 2014 in Review

Concert Wealth Management sold out of TSMC (TSM) in Q1 2014, closing a stake of 17,881 shares — an estimated $312K sold.

Concert Wealth Management first reported a position in TSM in Q3 2013 and held it in 2 quarters. The position peaked at $376K in Q3 2013. 465 funds tracked by Wall St. Rank hold TSM as of Q1 2014.

  • Concert Wealth Management reported no remaining TSMC position as of Q1 2014 after selling out during the quarter.
  • Concert Wealth Management sold 17,881 TSMC shares in Q1 2014, an estimated $312K.
  • Concert Wealth Management first reported a position in TSMC in Q3 2013 and held it in 2 quarters.
  • Concert Wealth Management's TSMC position peaked at $376K in Q3 2013.
  • 465 funds tracked by Wall St. Rank held TSMC as of Q1 2014.

Based on Concert Wealth Management's 13F filing for Q1 2014, filed 13 May 2014.