Hefty Wealth Partners’s TJX Companies TJX Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$812K	Sell	19,914 -3,402	-15%	-$135K	0.52%	63
2017 Q4	$891K	Buy	23,316 +9,786	+72%	+$355K	0.55%	61
2017 Q3	$499K	Buy	13,530 +13,130	+3,283%	+$468K	0.33%	69
2017 Q2	$14K	Sell	400 -32,502	-99%	-$1.23M	0.01%	156
2017 Q1	$1.3M	Sell	32,902 -3,764	-10%	-$145K	0.95%	38
2016 Q4	$1.38M	Buy	36,666 +36,266	+9,067%	+$1.37M	1.15%	29
2016 Q3	$14K	Hold	400	–	–	0.01%	162
2016 Q2	$15K	Hold	400	–	–	0.01%	133
2016 Q1	$15K	Hold	400	–	–	0.01%	138
2015 Q4	$14K	Buy	+400	New	+$14.2K	0.01%	131

Other funds holding TJX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ATO

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

Hefty Wealth Partners's TJX Position: Q1 2018 in Review

Hefty Wealth Partners reduced its TJX Companies (TJX) stake by 15% in Q1 2018, selling an estimated $135K and leaving 19,914 shares worth $812K. The position accounts for 0.52% of the portfolio, ranked #63.

Hefty Wealth Partners first reported a position in TJX in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.38M in Q4 2016. 1,177 funds tracked by Wall St. Rank hold TJX as of Q1 2018.

Hefty Wealth Partners held 19,914 shares of TJX Companies worth $812K as of Q1 2018.
Hefty Wealth Partners sold 3,402 TJX Companies shares in Q1 2018, an estimated $135K.
TJX Companies made up 0.52% of Hefty Wealth Partners's portfolio in Q1 2018, its #63 holding.
Hefty Wealth Partners first reported a position in TJX Companies in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's TJX Companies position peaked at $1.38M in Q4 2016.
1,177 funds tracked by Wall St. Rank held TJX Companies as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.