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Stifel Trust’s TJX Companies TJX Stock Holding History

Stifel Trust’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 		$6.42M Sell
216,970
-14,808
-6% -$418K 1.23% 19
2014
Q2 		$6.16M Sell
231,778
-18,534
-7% -$529K 1.15% 27
2014
Q1 		$7.59M Sell
250,312
-5,116
-2% -$155K 1.43% 9
2013
Q4 		$8.14M Buy
255,428
+14,400
+6% +$436K 1.53% 8
2013
Q3 		$6.8M Buy
241,028
+6,936
+3% +$185K 1.35% 17
2013
Q2 		$5.86M Buy
+234,092
New +$5.77M 1.21% 27

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

Stifel Trust's TJX Position: Q3 2014 in Review

Stifel Trust reduced its TJX Companies (TJX) stake by 6.4% in Q3 2014, selling an estimated $418K and leaving 216,970 shares worth $6.42M. The position accounts for 1.23% of the portfolio, ranked #19.

Stifel Trust first reported a position in TJX in Q2 2013 and has held it in 6 quarters since. The position peaked at $8.14M in Q4 2013. 861 funds tracked by Wall St. Rank hold TJX as of Q3 2014.

  • Stifel Trust held 216,970 shares of TJX Companies worth $6.42M as of Q3 2014.
  • Stifel Trust sold 14,808 TJX Companies shares in Q3 2014, an estimated $418K.
  • TJX Companies made up 1.23% of Stifel Trust's portfolio in Q3 2014, its #19 holding.
  • Stifel Trust first reported a position in TJX Companies in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's TJX Companies position peaked at $8.14M in Q4 2013.
  • 861 funds tracked by Wall St. Rank held TJX Companies as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.