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MSI Financial Services’s TJX Companies TJX Stock Holding History

MSI 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
2016
Q4 		$1.1M Buy
29,242
+2,346
+9% +$88.7K 0.04% 414
2016
Q3 		$1M Buy
26,896
+720
+3% +$28.2K 0.03% 422
2016
Q2 		$1.01M Buy
26,176
+4,128
+19% +$158K 0.04% 409
2016
Q1 		$864K Buy
22,048
+668
+3% +$24.2K 0.04% 420
2015
Q4 		$758K Buy
21,380
+14,182
+197% +$505K 0.03% 437
2015
Q3 		$257K Buy
7,198
+932
+15% +$32.7K 0.02% 570
2015
Q2 		$207K Sell
6,266
-1,844
-23% -$61.3K 0.01% 701
2015
Q1 		$284K Sell
8,110
-5,762
-42% -$196K 0.02% 621
2014
Q4 		$476K Buy
13,872
+7,674
+124% +$244K 0.05% 372
2014
Q3 		$183K Sell
6,198
-11,886
-66% -$335K 0.02% 612
2014
Q2 		$481K Sell
18,084
-39,080
-68% -$1.11M 0.06% 344
2014
Q1 		$1.73M Buy
57,164
+16,932
+42% +$513K 0.25% 107
2013
Q4 		$1.28M Buy
40,232
+29,858
+288% +$905K 0.2% 131
2013
Q3 		$292K Buy
10,374
+536
+5% +$14.3K 0.05% 349
2013
Q2 		$246K Buy
+9,838
New +$243K 0.05% 358

Other funds holding TJX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MSI Financial Services's TJX Position: Q4 2016 in Review

MSI Financial Services increased its TJX Companies (TJX) stake by 8.7% in Q4 2016, buying an estimated $88.7K and bringing the position to 29,242 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #414.

MSI Financial Services first reported a position in TJX in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.73M in Q1 2014. 1,094 funds tracked by Wall St. Rank hold TJX as of Q4 2016.

  • MSI Financial Services held 29,242 shares of TJX Companies worth $1.1M as of Q4 2016.
  • MSI Financial Services bought 2,346 TJX Companies shares in Q4 2016, an estimated $88.7K.
  • TJX Companies made up 0.04% of MSI Financial Services's portfolio in Q4 2016, its #414 holding.
  • MSI Financial Services first reported a position in TJX Companies in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's TJX Companies position peaked at $1.73M in Q1 2014.
  • 1,094 funds tracked by Wall St. Rank held TJX Companies as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.