Geneva Advisors’s TSMC TSM Stock Holding History

Geneva 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 Q2	$2.52M	Sell	72,172 -7,598	-10%	-$263K	0.04%	177
2017 Q1	$2.62M	Sell	79,770 -27,421	-26%	-$856K	0.05%	178
2016 Q4	$3.08M	Sell	107,191 -9,965	-9%	-$300K	0.06%	160
2016 Q3	$3.58M	Buy	117,156 +11,388	+11%	+$326K	0.07%	142
2016 Q2	$2.77M	Buy	105,768 +6,944	+7%	+$173K	0.05%	161
2016 Q1	$2.59M	Buy	98,824 +67,650	+217%	+$1.58M	0.05%	156
2015 Q4	$709K	Buy	31,174 +2,811	+10%	+$63.2K	0.01%	358
2015 Q3	$589K	Buy	28,363 +967	+4%	+$20.3K	0.01%	364
2015 Q2	$622K	Sell	27,396 -8,512	-24%	-$203K	0.01%	388
2015 Q1	$843K	Sell	35,908 -1,570	-4%	-$37K	0.02%	333
2014 Q4	$839K	Sell	37,478 -12,004	-24%	-$262K	0.02%	325
2014 Q3	$999K	Sell	49,482 -7,190	-13%	-$150K	0.02%	304
2014 Q2	$1.21M	Buy	56,672 +38,090	+205%	+$784K	0.02%	284
2014 Q1	$372K	Buy	+18,582	New	+$333K	0.01%	438

Other funds holding TSM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geneva Advisors's TSM Position: Q2 2017 in Review

Geneva Advisors reduced its TSMC (TSM) stake by 9.5% in Q2 2017, selling an estimated $263K and leaving 72,172 shares worth $2.52M. The position accounts for 0.04% of the portfolio, ranked #177.

Geneva Advisors first reported a position in TSM in Q1 2014 and has held it in 14 quarters since. The position peaked at $3.58M in Q3 2016. 602 funds tracked by Wall St. Rank hold TSM as of Q2 2017.

Geneva Advisors held 72,172 shares of TSMC worth $2.52M as of Q2 2017.
Geneva Advisors sold 7,598 TSMC shares in Q2 2017, an estimated $263K.
TSMC made up 0.04% of Geneva Advisors's portfolio in Q2 2017, its #177 holding.
Geneva Advisors first reported a position in TSMC in Q1 2014 and has held it in 14 quarters since.
Geneva Advisors's TSMC position peaked at $3.58M in Q3 2016.
602 funds tracked by Wall St. Rank held TSMC as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.