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Concert Wealth Management’s TJX Companies TJX Stock Holding History

Concert 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
2017
Q2 		– Sell
-22,644
Closed -$853K – 414
2017
Q1 		$853K Buy
22,644
+110
+0.5% +$4.24K 0.19% 152
2016
Q4 		$850K Sell
22,534
-9,458
-30% -$357K 0.19% 161
2016
Q3 		$1.2M Buy
31,992
+610
+2% +$23.9K 0.15% 178
2016
Q2 		$1.22M Sell
31,382
-2,246
-7% -$85.7K 0.16% 175
2016
Q1 		$1.32M Buy
33,628
+1,400
+4% +$50.8K 0.18% 148
2015
Q4 		$1.14M Buy
32,228
+416
+1% +$14.8K 0.15% 164
2015
Q3 		$1.13M Sell
31,812
-2,234
-7% -$78.3K 0.15% 168
2015
Q2 		$1.13M Sell
34,046
-9,972
-23% -$332K 0.15% 176
2015
Q1 		$322K Sell
44,018
-10,874
-20% -$370K 0.09% 280
2014
Q4 		$1.88M Buy
54,892
+25,930
+90% +$826K 0.29% 86
2014
Q3 		$856K Buy
28,962
+2,218
+8% +$62.5K 0.12% 158
2014
Q2 		$652K Buy
26,744
+4,484
+20% +$128K 0.08% 224
2014
Q1 		$664K Sell
22,260
-11,730
-35% -$355K 0.08% 211
2013
Q4 		$1.08M Buy
33,990
+9,164
+37% +$278K 0.14% 121
2013
Q3 		$703K Buy
24,826
+822
+3% +$21.9K 0.1% 189
2013
Q2 		$605K Buy
+24,004
New +$592K 0.09% 186

Other funds holding TJX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Concert Wealth Management's TJX Position: Q2 2017 in Review

Concert Wealth Management sold out of TJX Companies (TJX) in Q2 2017, closing a stake of 22,644 shares — an estimated $853K sold.

Concert Wealth Management first reported a position in TJX in Q2 2013 and held it in 16 quarters. The position peaked at $1.88M in Q4 2014. 1,087 funds tracked by Wall St. Rank hold TJX as of Q2 2017.

  • Concert Wealth Management reported no remaining TJX Companies position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 22,644 TJX Companies shares in Q2 2017, an estimated $853K.
  • Concert Wealth Management first reported a position in TJX Companies in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's TJX Companies position peaked at $1.88M in Q4 2014.
  • 1,087 funds tracked by Wall St. Rank held TJX Companies as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.