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Cypress Wealth Advisors’s TSMC TSM Stock Holding History

Cypress Wealth Advisors’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
2017
Q3 		– Sell
-6,475
Closed -$226K – 74
2017
Q2 		$226K Sell
6,475
-9,691
-60% -$335K 0.26% 70
2017
Q1 		$531K Buy
16,166
+163
+1% +$5.09K 0.24% 92
2016
Q4 		$460K Hold
16,003
– – 0.21% 100
2016
Q3 		$490K Buy
16,003
+1,305
+9% +$37.3K 0.22% 97
2016
Q2 		$386K Buy
14,698
+432
+3% +$10.8K 0.19% 108
2016
Q1 		$374K Buy
+14,266
New +$334K 0.17% 116

Other funds holding TSM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Cypress Wealth Advisors's TSM Position: Q3 2017 in Review

Cypress Wealth Advisors sold out of TSMC (TSM) in Q3 2017, closing a stake of 6,475 shares — an estimated $226K sold.

Cypress Wealth Advisors first reported a position in TSM in Q1 2016 and held it in 6 quarters. The position peaked at $531K in Q1 2017. 606 funds tracked by Wall St. Rank hold TSM as of Q3 2017.

  • Cypress Wealth Advisors reported no remaining TSMC position as of Q3 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 6,475 TSMC shares in Q3 2017, an estimated $226K.
  • Cypress Wealth Advisors first reported a position in TSMC in Q1 2016 and held it in 6 quarters.
  • Cypress Wealth Advisors's TSMC position peaked at $531K in Q1 2017.
  • 606 funds tracked by Wall St. Rank held TSMC as of Q3 2017.

Based on Cypress Wealth Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.