EWM
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Evercore Wealth Management’s TSMC TSM Stock Holding History

Evercore 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
2015
Q4 		– Sell
-45,875
Closed -$953K – 1065
2015
Q3 		$953K Buy
45,875
+1,198
+3% +$25.2K 0.05% 185
2015
Q2 		$1.01M Buy
44,677
+5,392
+14% +$129K 0.05% 197
2015
Q1 		$922K Buy
39,285
+3,099
+9% +$73K 0.04% 196
2014
Q4 		$810K Sell
36,186
-5,916
-14% -$129K 0.04% 188
2014
Q3 		$851K Buy
42,102
+16,969
+68% +$354K 0.04% 197
2014
Q2 		$537K Buy
25,133
+3,071
+14% +$63.2K 0.03% 260
2014
Q1 		$443K Buy
22,062
+423
+2% +$7.58K 0.02% 272
2013
Q4 		$378K Sell
21,639
-2,973
-12% -$52.8K 0.02% 297
2013
Q3 		$419K Buy
24,612
+204
+0.8% +$3.48K 0.02% 300
2013
Q2 		$448K Buy
+24,408
New +$450K 0.03% 292

Other funds holding TSM

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $60.7B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return