JWM
TJX icon

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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return