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Ashford Investment Management’s Toll Brothers TOL Stock Holding History

Ashford 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
2016
Q1 		– Sell
-166,800
Closed -$5.55M – 41
2015
Q4 		$5.55M Buy
+166,800
New +$5.95M 3.37% 10

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ashford Investment Management's TOL Position: Q1 2016 in Review

Ashford Investment Management sold out of Toll Brothers (TOL) in Q1 2016, closing a stake of 166,800 shares — an estimated $5.55M sold.

Ashford Investment Management first reported a position in TOL in Q4 2015 and held it in 1 quarter. The position peaked at $5.55M in Q4 2015. 369 funds tracked by Wall St. Rank hold TOL as of Q1 2016.

  • Ashford Investment Management reported no remaining Toll Brothers position as of Q1 2016 after selling out during the quarter.
  • Ashford Investment Management sold 166,800 Toll Brothers shares in Q1 2016, an estimated $5.55M.
  • Ashford Investment Management first reported a position in Toll Brothers in Q4 2015 and held it in 1 quarter.
  • Ashford Investment Management's Toll Brothers position peaked at $5.55M in Q4 2015.
  • 369 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2016.

Based on Ashford Investment Management's 13F filing for Q1 2016, filed 12 May 2016.