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Allegis Investment Advisors’s Toll Brothers TOL Stock Holding History

Allegis Investment Advisors’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
2016
Q1 		– Sell
-79
Closed -$3K – 836
2015
Q4 		$3K Buy
+79
New +$2.82K ﹤0.01% 950

Other funds holding TOL

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Allegis Investment Advisors's TOL Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Toll Brothers (TOL) in Q1 2016, closing a stake of 79 shares — an estimated $3K sold.

Allegis Investment Advisors first reported a position in TOL in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 369 funds tracked by Wall St. Rank hold TOL as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Toll Brothers position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 79 Toll Brothers shares in Q1 2016, an estimated $3K.
  • Allegis Investment Advisors first reported a position in Toll Brothers in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Toll Brothers position peaked at $3K in Q4 2015.
  • 369 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.