Integrated Wealth Management (Palm Desert)’s TSMC TSM Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-75	Closed	-$2K	–	944
2016 Q3	$2K	Hold	75	–	–	﹤0.01%	1090
2016 Q2	$2K	Hold	75	–	–	﹤0.01%	1102
2016 Q1	$2K	Hold	75	–	–	﹤0.01%	1029
2015 Q4	$2K	Sell	75 -200	-73%	-$4.5K	﹤0.01%	1114
2015 Q3	$6K	Hold	275	–	–	﹤0.01%	904
2015 Q2	$6K	Sell	275 -65	-19%	-$1.55K	﹤0.01%	923
2015 Q1	$7K	Buy	+340	New	+$8.01K	﹤0.01%	856

Other funds holding TSM

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert)'s TSM Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of TSMC (TSM) in Q4 2016, closing a stake of 75 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TSM in Q1 2015 and held it in 7 quarters. The position peaked at $7K in Q1 2015. 594 funds tracked by Wall St. Rank hold TSM as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining TSMC position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 75 TSMC shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in TSMC in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s TSMC position peaked at $7K in Q1 2015.
594 funds tracked by Wall St. Rank held TSMC as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.