Alerus Investment Advisors’s TJX Companies TJX Stock Holding History

Alerus Investment Advisors’s Portfolio TJX Stock Details TJX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$407K	Buy	10,410 +60	+0.6%	+$2.18K	0.07%	112
2015 Q4	$367K	Hold	10,350	–	–	0.06%	113
2015 Q3	$369K	Hold	10,350	–	–	0.07%	104
2015 Q2	$363K	Hold	10,350	–	–	0.06%	111
2015 Q1	$363K	Hold	10,350	–	–	0.06%	111
2014 Q4	$355K	Sell	10,350 -46	-0.4%	-$1.47K	0.06%	111
2014 Q3	$308K	Sell	10,396 -94	-0.9%	-$2.65K	0.05%	112
2014 Q2	$279K	Sell	10,490 -20	-0.2%	-$571	0.05%	121
2014 Q1	$319K	Sell	10,510 -112,178	-91%	-$3.4M	0.07%	118
2013 Q4	$3.91M	Sell	122,688 -32,346	-21%	-$980K	0.86%	52
2013 Q3	$4.37M	Sell	155,034 -7,968	-5%	-$212K	0.87%	56
2013 Q2	$4.08M	Buy	+163,002	New	+$4.02M	0.63%	67

Other funds holding TJX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Alerus Investment Advisors's TJX Position: Q1 2016 in Review

Alerus Investment Advisors increased its TJX Companies (TJX) stake by 0.58% in Q1 2016, buying an estimated $2.18K and bringing the position to 10,410 shares worth $407K. The position accounts for 0.07% of the portfolio, ranked #112.

Alerus Investment Advisors first reported a position in TJX in Q2 2013 and has held it in 12 quarters since. The position peaked at $4.37M in Q3 2013. 1,022 funds tracked by Wall St. Rank hold TJX as of Q1 2016.

Alerus Investment Advisors held 10,410 shares of TJX Companies worth $407K as of Q1 2016.
Alerus Investment Advisors bought 60 TJX Companies shares in Q1 2016, an estimated $2.18K.
TJX Companies made up 0.07% of Alerus Investment Advisors's portfolio in Q1 2016, its #112 holding.
Alerus Investment Advisors first reported a position in TJX Companies in Q2 2013 and has held it in 12 quarters since.
Alerus Investment Advisors's TJX Companies position peaked at $4.37M in Q3 2013.
1,022 funds tracked by Wall St. Rank held TJX Companies as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.