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

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Rockefeller Financial Services's TSM Position: Q2 2016 in Review

Rockefeller Financial Services sold out of TSMC (TSM) in Q2 2016, closing a stake of 6,122 shares — an estimated $160K sold.

Rockefeller Financial Services first reported a position in TSM in Q2 2013 and held it in 12 quarters. The position peaked at $160K in Q1 2016. 539 funds tracked by Wall St. Rank hold TSM as of Q2 2016.

Rockefeller Financial Services reported no remaining TSMC position as of Q2 2016 after selling out during the quarter.
Rockefeller Financial Services sold 6,122 TSMC shares in Q2 2016, an estimated $160K.
Rockefeller Financial Services first reported a position in TSMC in Q2 2013 and held it in 12 quarters.
Rockefeller Financial Services's TSMC position peaked at $160K in Q1 2016.
539 funds tracked by Wall St. Rank held TSMC as of Q2 2016.

Based on Rockefeller Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.