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Appleton Partners’s Toll Brothers TOL Stock Holding History

Appleton Partners’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
2013
Q3 		– Sell
-40,540
Closed -$1.32M – 169
2013
Q2 		$1.32M Buy
+40,540
New +$1.37M 0.38% 61

Other funds holding TOL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Appleton Partners's TOL Position: Q3 2013 in Review

Appleton Partners sold out of Toll Brothers (TOL) in Q3 2013, closing a stake of 40,540 shares — an estimated $1.32M sold.

Appleton Partners first reported a position in TOL in Q2 2013 and held it in 1 quarter. The position peaked at $1.32M in Q2 2013. 318 funds tracked by Wall St. Rank hold TOL as of Q3 2013.

  • Appleton Partners reported no remaining Toll Brothers position as of Q3 2013 after selling out during the quarter.
  • Appleton Partners sold 40,540 Toll Brothers shares in Q3 2013, an estimated $1.32M.
  • Appleton Partners first reported a position in Toll Brothers in Q2 2013 and held it in 1 quarter.
  • Appleton Partners's Toll Brothers position peaked at $1.32M in Q2 2013.
  • 318 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2013.

Based on Appleton Partners's 13F filing for Q3 2013, filed 22 Oct 2013.