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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Evercore Wealth Management's TSM Position: Q4 2015 in Review

Evercore Wealth Management sold out of TSMC (TSM) in Q4 2015, closing a stake of 45,875 shares — an estimated $953K sold.

Evercore Wealth Management first reported a position in TSM in Q2 2013 and held it in 10 quarters. The position peaked at $1.01M in Q2 2015. 525 funds tracked by Wall St. Rank hold TSM as of Q4 2015.

Evercore Wealth Management reported no remaining TSMC position as of Q4 2015 after selling out during the quarter.
Evercore Wealth Management sold 45,875 TSMC shares in Q4 2015, an estimated $953K.
Evercore Wealth Management first reported a position in TSMC in Q2 2013 and held it in 10 quarters.
Evercore Wealth Management's TSMC position peaked at $1.01M in Q2 2015.
525 funds tracked by Wall St. Rank held TSMC as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.