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 $1.47T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon

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

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

Sanders Capital

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

Fisher Asset Management

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co

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

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return