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Atherton Lane Advisers’s Toll Brothers TOL Stock Holding History

Atherton Lane Advisers’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 		$25.9M Buy
777,010
+28,200
+4% +$1.01M 1.51% 27
2015
Q3 		$25.6M Buy
748,810
+100,170
+15% +$3.79M 1.6% 22
2015
Q2 		$24.8M Buy
648,640
+23,520
+4% +$881K 1.37% 28
2015
Q1 		$24.6M Buy
625,120
+26,235
+4% +$959K 1.33% 35
2014
Q4 		$20.5M Buy
598,885
+15,245
+3% +$497K 1.12% 44
2014
Q3 		$18.2M Buy
583,640
+3,720
+0.6% +$127K 1.04% 44
2014
Q2 		$21.4M Buy
579,920
+54,240
+10% +$1.92M 1.19% 41
2014
Q1 		$18.9M Buy
525,680
+63,515
+14% +$2.34M 1.17% 45
2013
Q4 		$17.1M Buy
+462,165
New +$15.3M 1.08% 52

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 $3.37T AUM 44.26% 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 $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atherton Lane Advisers's TOL Position: Q4 2015 in Review

Atherton Lane Advisers increased its Toll Brothers (TOL) stake by 3.8% in Q4 2015, buying an estimated $1.01M and bringing the position to 777,010 shares worth $25.9M. The position accounts for 1.51% of the portfolio, ranked #27.

Atherton Lane Advisers first reported a position in TOL in Q4 2013 and has held it in 9 quarters since. 379 funds tracked by Wall St. Rank hold TOL as of Q4 2015.

  • Atherton Lane Advisers held 777,010 shares of Toll Brothers worth $25.9M as of Q4 2015.
  • Atherton Lane Advisers bought 28,200 Toll Brothers shares in Q4 2015, an estimated $1.01M.
  • Toll Brothers made up 1.51% of Atherton Lane Advisers's portfolio in Q4 2015, its #27 holding.
  • Atherton Lane Advisers first reported a position in Toll Brothers in Q4 2013 and has held it in 9 quarters since.
  • 379 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.