Rockefeller Financial Services’s TJX Companies TJX Stock Holding History

Rockefeller 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
2017 Q4	$647K	Sell	16,914 -3,000	-15%	-$109K	0.01%	261
2017 Q3	$734K	Buy	19,914 +15,280	+330%	+$544K	0.01%	239
2017 Q2	$167K	Sell	4,634 -280	-6%	-$10.6K	﹤0.01%	309
2017 Q1	$194K	Sell	4,914 -418	-8%	-$16.1K	﹤0.01%	312
2016 Q4	$200K	Buy	5,332 +640	+14%	+$24.2K	﹤0.01%	330
2016 Q3	$175K	Hold	4,692	–	–	﹤0.01%	314
2016 Q2	$181K	Hold	4,692	–	–	﹤0.01%	324
2016 Q1	$184K	Hold	4,692	–	–	﹤0.01%	325
2015 Q4	$166K	Buy	4,692 +58	+1%	+$2.06K	﹤0.01%	351
2015 Q3	$165K	Sell	4,634 -166	-3%	-$5.82K	﹤0.01%	347
2015 Q2	$159K	Hold	4,800	–	–	﹤0.01%	332
2015 Q1	$168K	Hold	4,800	–	–	﹤0.01%	334
2014 Q4	$165K	Hold	4,800	–	–	﹤0.01%	317
2014 Q3	$142K	Sell	4,800 -92	-2%	-$2.59K	﹤0.01%	346
2014 Q2	$130K	Buy	4,892 +92	+2%	+$2.63K	﹤0.01%	366
2014 Q1	$146K	Sell	4,800 -10,926	-69%	-$331K	﹤0.01%	369
2013 Q4	$501K	Buy	+15,726	New	+$477K	0.01%	267

Other funds holding TJX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rockefeller Financial Services's TJX Position: Q4 2017 in Review

Rockefeller Financial Services reduced its TJX Companies (TJX) stake by 15% in Q4 2017, selling an estimated $109K and leaving 16,914 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #261.

Rockefeller Financial Services first reported a position in TJX in Q4 2013 and has held it in 17 quarters since. The position peaked at $734K in Q3 2017. 1,165 funds tracked by Wall St. Rank hold TJX as of Q4 2017.

Rockefeller Financial Services held 16,914 shares of TJX Companies worth $647K as of Q4 2017.
Rockefeller Financial Services sold 3,000 TJX Companies shares in Q4 2017, an estimated $109K.
TJX Companies made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #261 holding.
Rockefeller Financial Services first reported a position in TJX Companies in Q4 2013 and has held it in 17 quarters since.
Rockefeller Financial Services's TJX Companies position peaked at $734K in Q3 2017.
1,165 funds tracked by Wall St. Rank held TJX Companies as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.