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Vontobel Swiss Wealth Advisors’s TSMC TSM Stock Holding History

Vontobel Swiss Wealth Advisors’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
2015
Q1 		– Sell
-950
Closed -$21K – 101
2014
Q4 		$21K Buy
+950
New +$20.7K 0.02% 88

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's TSM Position: Q1 2015 in Review

Vontobel Swiss Wealth Advisors sold out of TSMC (TSM) in Q1 2015, closing a stake of 950 shares — an estimated $21K sold.

Vontobel Swiss Wealth Advisors first reported a position in TSM in Q4 2014 and held it in 1 quarter. The position peaked at $21K in Q4 2014. 519 funds tracked by Wall St. Rank hold TSM as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining TSMC position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 950 TSMC shares in Q1 2015, an estimated $21K.
  • Vontobel Swiss Wealth Advisors first reported a position in TSMC in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's TSMC position peaked at $21K in Q4 2014.
  • 519 funds tracked by Wall St. Rank held TSMC as of Q1 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2015, filed 13 May 2015.