Catamount Wealth Management’s TJX Companies TJX Stock Holding History

Catamount Wealth Management’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 Q4	–	Sell	-136	Closed	-$5K	–	182
2016 Q3	$5K	Hold	136	–	–	﹤0.01%	129
2016 Q2	$5K	Hold	136	–	–	0.01%	115
2016 Q1	$5K	Buy	+136	New	+$4.94K	0.01%	112
2015 Q4	–	Sell	-140	Closed	-$5K	–	144
2015 Q3	$5K	Hold	140	–	–	0.01%	109
2015 Q2	$5K	Hold	140	–	–	﹤0.01%	141
2015 Q1	$5K	Hold	140	–	–	﹤0.01%	120
2014 Q4	$5K	Buy	+140	New	+$4.46K	﹤0.01%	102

Other funds holding TJX

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Catamount Wealth Management's TJX Position: Q4 2016 in Review

Catamount Wealth Management sold out of TJX Companies (TJX) in Q4 2016, closing a stake of 136 shares — an estimated $5K sold.

Catamount Wealth Management first reported a position in TJX in Q4 2014 and held it in 7 quarters. The position peaked at $5K in Q3 2016. 1,094 funds tracked by Wall St. Rank hold TJX as of Q4 2016.

Catamount Wealth Management reported no remaining TJX Companies position as of Q4 2016 after selling out during the quarter.
Catamount Wealth Management sold 136 TJX Companies shares in Q4 2016, an estimated $5K.
Catamount Wealth Management first reported a position in TJX Companies in Q4 2014 and held it in 7 quarters.
Catamount Wealth Management's TJX Companies position peaked at $5K in Q3 2016.
1,094 funds tracked by Wall St. Rank held TJX Companies as of Q4 2016.

Based on Catamount Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.