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Ada Investment Management’s Toll Brothers TOL Stock Holding History

Ada Investment Management’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$293K Buy
8,802
+1,383
+19% +$49.3K 0.2% 208
2015
Q3 		$269K Buy
+7,419
New +$281K 0.14% 303

Other funds holding TOL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ada Investment Management's TOL Position: Q4 2015 in Review

Ada Investment Management increased its Toll Brothers (TOL) stake by 19% in Q4 2015, buying an estimated $49.3K and bringing the position to 8,802 shares worth $293K. The position accounts for 0.2% of the portfolio, ranked #208.

Ada Investment Management first reported a position in TOL in Q3 2015 and has held it in 2 quarters since. 379 funds tracked by Wall St. Rank hold TOL as of Q4 2015.

  • Ada Investment Management held 8,802 shares of Toll Brothers worth $293K as of Q4 2015.
  • Ada Investment Management bought 1,383 Toll Brothers shares in Q4 2015, an estimated $49.3K.
  • Toll Brothers made up 0.2% of Ada Investment Management's portfolio in Q4 2015, its #208 holding.
  • Ada Investment Management first reported a position in Toll Brothers in Q3 2015 and has held it in 2 quarters since.
  • 379 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.