Willingdon Wealth Management’s TSMC TSM Stock Holding History

Willingdon Wealth Management’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
2018 Q4	–	Sell	-291	Closed	-$13K	–	408
2018 Q3	$13K	Hold	291	–	–	﹤0.01%	282
2018 Q2	$11K	Hold	291	–	–	﹤0.01%	257
2018 Q1	$13K	Sell	291 -80	-22%	-$3.49K	﹤0.01%	241
2017 Q4	$15K	Buy	371 +80	+27%	+$3.24K	﹤0.01%	214
2017 Q3	$11K	Sell	291 -94,885	-100%	-$3.47M	﹤0.01%	214
2017 Q2	$3.33M	Buy	+95,176	New	+$3.29M	1.32%	17

Other funds holding TSM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Willingdon Wealth Management's TSM Position: Q4 2018 in Review

Willingdon Wealth Management sold out of TSMC (TSM) in Q4 2018, closing a stake of 291 shares — an estimated $13K sold.

Willingdon Wealth Management first reported a position in TSM in Q2 2017 and held it in 6 quarters. The position peaked at $3.33M in Q2 2017. 754 funds tracked by Wall St. Rank hold TSM as of Q4 2018.

Willingdon Wealth Management reported no remaining TSMC position as of Q4 2018 after selling out during the quarter.
Willingdon Wealth Management sold 291 TSMC shares in Q4 2018, an estimated $13K.
Willingdon Wealth Management first reported a position in TSMC in Q2 2017 and held it in 6 quarters.
Willingdon Wealth Management's TSMC position peaked at $3.33M in Q2 2017.
754 funds tracked by Wall St. Rank held TSMC as of Q4 2018.

Based on Willingdon Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.