Gary Goldberg Planning Services’s TJX Companies TJX Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$1.42M	Sell	41,434 -4,382	-10%	-$140K	0.6%	42
2014 Q3	$1.35M	Sell	45,816 -2,690	-6%	-$75.9K	0.56%	42
2014 Q2	$1.29M	Sell	48,506 -506	-1%	-$14.4K	0.57%	42
2014 Q1	$1.49M	Sell	49,012 -5,346	-10%	-$162K	0.73%	38
2013 Q4	$1.73M	Sell	54,358 -6,058	-10%	-$184K	1.01%	27
2013 Q3	$1.7M	Sell	60,416 -8,168	-12%	-$217K	1.03%	29
2013 Q2	$1.72M	Buy	+68,584	New	+$1.69M	1.1%	26

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

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

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gary Goldberg Planning Services's TJX Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its TJX Companies (TJX) stake by 9.6% in Q4 2014, selling an estimated $140K and leaving 41,434 shares worth $1.42M. The position accounts for 0.6% of the portfolio, ranked #42.

Gary Goldberg Planning Services first reported a position in TJX in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.73M in Q4 2013. 944 funds tracked by Wall St. Rank hold TJX as of Q4 2014.

Gary Goldberg Planning Services held 41,434 shares of TJX Companies worth $1.42M as of Q4 2014.
Gary Goldberg Planning Services sold 4,382 TJX Companies shares in Q4 2014, an estimated $140K.
TJX Companies made up 0.6% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #42 holding.
Gary Goldberg Planning Services first reported a position in TJX Companies in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's TJX Companies position peaked at $1.73M in Q4 2013.
944 funds tracked by Wall St. Rank held TJX Companies as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.