Rockefeller Financial Services’s TSMC TSM Stock Holding History

Rockefeller Financial Services’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 Q2	–	Sell	-6,122	Closed	-$160K	–	581
2016 Q1	$160K	Buy	6,122 +424	+7%	+$9.92K	﹤0.01%	335
2015 Q4	$130K	Hold	5,698	–	–	﹤0.01%	371
2015 Q3	$118K	Hold	5,698	–	–	﹤0.01%	365
2015 Q2	$129K	Hold	5,698	–	–	﹤0.01%	344
2015 Q1	$134K	Buy	5,698 +888	+18%	+$20.9K	﹤0.01%	349
2014 Q4	$108K	Hold	4,810	–	–	﹤0.01%	342
2014 Q3	$97K	Hold	4,810	–	–	﹤0.01%	366
2014 Q2	$103K	Hold	4,810	–	–	﹤0.01%	377
2014 Q1	$96K	Hold	4,810	–	–	﹤0.01%	393
2013 Q4	$84K	Sell	4,810 -2,030	-30%	-$36.1K	﹤0.01%	393
2013 Q3	$116K	Sell	6,840 -720	-10%	-$12.3K	﹤0.01%	379
2013 Q2	$138K	Buy	+7,560	New	+$139K	﹤0.01%	362

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

Baillie Gifford & Co

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

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

Fisher Asset Management

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

Fidelity Investments

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

Sanders Capital

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