Integrated Wealth Management (Palm Desert)’s TJX Companies TJX Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-1,594	Closed	-$60K	–	924
2016 Q3	$60K	Sell	1,594 -198	-11%	-$7.75K	0.02%	381
2016 Q2	$69K	Buy	1,792 +610	+52%	+$23.3K	0.03%	354
2016 Q1	$46K	Sell	1,182 -112	-9%	-$4.07K	0.02%	405
2015 Q4	$46K	Buy	1,294 +314	+32%	+$11.2K	0.02%	408
2015 Q3	$35K	Sell	980 -2,440	-71%	-$85.5K	0.02%	452
2015 Q2	$113K	Sell	3,420 -138	-4%	-$4.59K	0.04%	266
2015 Q1	$124K	Buy	+3,558	New	+$121K	0.05%	253

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

Integrated Wealth Management (Palm Desert)'s TJX Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of TJX Companies (TJX) in Q4 2016, closing a stake of 1,594 shares — an estimated $60K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TJX in Q1 2015 and held it in 7 quarters. The position peaked at $124K in Q1 2015. 1,094 funds tracked by Wall St. Rank hold TJX as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining TJX Companies position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,594 TJX Companies shares in Q4 2016, an estimated $60K.
Integrated Wealth Management (Palm Desert) first reported a position in TJX Companies in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s TJX Companies position peaked at $124K in Q1 2015.
1,094 funds tracked by Wall St. Rank held TJX Companies as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.