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KMS Financial Services’s TJX Companies TJX Stock Holding History

KMS Financial 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
Q3 		$317K Sell
10,712
-3,044
-22% -$85.8K 0.04% 361
2014
Q2 		$365K Sell
13,756
-404
-3% -$11.5K 0.05% 341
2014
Q1 		$430K Buy
14,160
+1,236
+10% +$37.4K 0.07% 291
2013
Q4 		$412K Buy
12,924
+3,592
+38% +$109K 0.07% 306
2013
Q3 		$263K Buy
+9,332
New +$248K 0.06% 324

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

KMS Financial Services's TJX Position: Q3 2014 in Review

KMS Financial Services reduced its TJX Companies (TJX) stake by 22% in Q3 2014, selling an estimated $85.8K and leaving 10,712 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #361.

KMS Financial Services first reported a position in TJX in Q3 2013 and has held it in 5 quarters since. The position peaked at $430K in Q1 2014. 861 funds tracked by Wall St. Rank hold TJX as of Q3 2014.

  • KMS Financial Services held 10,712 shares of TJX Companies worth $317K as of Q3 2014.
  • KMS Financial Services sold 3,044 TJX Companies shares in Q3 2014, an estimated $85.8K.
  • TJX Companies made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #361 holding.
  • KMS Financial Services first reported a position in TJX Companies in Q3 2013 and has held it in 5 quarters since.
  • KMS Financial Services's TJX Companies position peaked at $430K in Q1 2014.
  • 861 funds tracked by Wall St. Rank held TJX Companies as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.