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USA Financial Formulas’s TSMC TSM Stock Holding History

USA Financial Formulas’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
2019
Q1 		– Sell
-6,879
Closed -$304K – 329
2018
Q4 		$304K Sell
6,879
-2,000
-23% -$76.1K 0.08% 230
2018
Q3 		$325K Sell
8,879
-8,980
-50% -$372K 0.08% 205
2018
Q2 		$782K Sell
17,859
-76
-0.4% -$3K 0.19% 105
2018
Q1 		$785K Sell
17,935
-13,084
-42% -$570K 0.19% 108
2017
Q4 		$1.23M Sell
31,019
-7,195
-19% -$292K 0.29% 77
2017
Q3 		$1.44M Buy
38,214
+27,240
+248% +$995K 0.34% 82
2017
Q2 		$384K Sell
10,974
-4,558
-29% -$158K 0.09% 195
2017
Q1 		$510K Buy
15,532
+6,889
+80% +$215K 0.12% 156
2016
Q4 		$248K Sell
8,643
-12,407
-59% -$373K 0.06% 219
2016
Q3 		$644K Buy
21,050
+12,962
+160% +$371K 0.17% 115
2016
Q2 		$212K Buy
+8,088
New +$202K 0.06% 196
2015
Q3 		– Sell
-19,290
Closed -$438K – 199
2015
Q2 		$438K Buy
+19,290
New +$460K 0.13% 141

Other funds holding TSM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

USA Financial Formulas's TSM Position: Q1 2019 in Review

USA Financial Formulas sold out of TSMC (TSM) in Q1 2019, closing a stake of 6,879 shares — an estimated $304K sold.

USA Financial Formulas first reported a position in TSM in Q2 2015 and held it in 12 quarters. The position peaked at $1.44M in Q3 2017. 764 funds tracked by Wall St. Rank hold TSM as of Q1 2019.

  • USA Financial Formulas reported no remaining TSMC position as of Q1 2019 after selling out during the quarter.
  • USA Financial Formulas sold 6,879 TSMC shares in Q1 2019, an estimated $304K.
  • USA Financial Formulas first reported a position in TSMC in Q2 2015 and held it in 12 quarters.
  • USA Financial Formulas's TSMC position peaked at $1.44M in Q3 2017.
  • 764 funds tracked by Wall St. Rank held TSMC as of Q1 2019.

Based on USA Financial Formulas's 13F filing for Q1 2019, filed 14 May 2019.