Jacobus Wealth Management’s TJX Companies TJX Stock Holding History

Jacobus 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 Q2	–	Sell	-4,854	Closed	-$190K	–	253
2016 Q1	$190K	Sell	4,854 -102	-2%	-$3.7K	0.06%	201
2015 Q4	$176K	Sell	4,956 -300	-6%	-$10.7K	0.05%	214
2015 Q3	$188K	Hold	5,256	–	–	0.05%	212
2015 Q2	$174K	Hold	5,256	–	–	0.04%	232
2015 Q1	$184K	Sell	5,256 -460	-8%	-$15.7K	0.05%	223
2014 Q4	$196K	Hold	5,716	–	–	0.05%	211
2014 Q3	$169K	Buy	5,716 +906	+19%	+$25.5K	0.05%	224
2014 Q2	$128K	Buy	4,810 +612	+15%	+$17.5K	0.03%	277
2014 Q1	$127K	Hold	4,198	–	–	0.03%	274
2013 Q4	$134K	Buy	+4,198	New	+$127K	0.04%	256

Other funds holding TJX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

ATO

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Jacobus Wealth Management's TJX Position: Q2 2016 in Review

Jacobus Wealth Management sold out of TJX Companies (TJX) in Q2 2016, closing a stake of 4,854 shares — an estimated $190K sold.

Jacobus Wealth Management first reported a position in TJX in Q4 2013 and held it in 10 quarters. The position peaked at $196K in Q4 2014. 1,064 funds tracked by Wall St. Rank hold TJX as of Q2 2016.

Jacobus Wealth Management reported no remaining TJX Companies position as of Q2 2016 after selling out during the quarter.
Jacobus Wealth Management sold 4,854 TJX Companies shares in Q2 2016, an estimated $190K.
Jacobus Wealth Management first reported a position in TJX Companies in Q4 2013 and held it in 10 quarters.
Jacobus Wealth Management's TJX Companies position peaked at $196K in Q4 2014.
1,064 funds tracked by Wall St. Rank held TJX Companies as of Q2 2016.

Based on Jacobus Wealth Management's 13F filing for Q2 2016, filed 5 Aug 2016.