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Keystone Financial Planning’s TSMC TSM Stock Holding History

Keystone Financial Planning’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
2014
Q1 		– Sell
-3,044
Closed -$53K – 83
2013
Q4 		$53K Buy
+3,044
New +$54.1K 0.04% 59

Other funds holding TSM

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
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $66.1B AUM 33.53% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Keystone Financial Planning's TSM Position: Q1 2014 in Review

Keystone Financial Planning sold out of TSMC (TSM) in Q1 2014, closing a stake of 3,044 shares — an estimated $53K sold.

Keystone Financial Planning first reported a position in TSM in Q4 2013 and held it in 1 quarter. The position peaked at $53K in Q4 2013. 465 funds tracked by Wall St. Rank hold TSM as of Q1 2014.

  • Keystone Financial Planning reported no remaining TSMC position as of Q1 2014 after selling out during the quarter.
  • Keystone Financial Planning sold 3,044 TSMC shares in Q1 2014, an estimated $53K.
  • Keystone Financial Planning first reported a position in TSMC in Q4 2013 and held it in 1 quarter.
  • Keystone Financial Planning's TSMC position peaked at $53K in Q4 2013.
  • 465 funds tracked by Wall St. Rank held TSMC as of Q1 2014.

Based on Keystone Financial Planning's 13F filing for Q1 2014, filed 14 Apr 2014.