BRWA
TOL icon

B. Riley Wealth Advisors’s Toll Brothers TOL Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-9
Closed – – 1862
2014
Q4 		$0 Buy
+9
New +$294 ﹤0.01% 3748
2014
Q3 		– Sell
-9
Closed -$318 – 1776
2014
Q2 		$318 Buy
+9
New +$319 ﹤0.01% 2378

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

B. Riley Wealth Advisors's TOL Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Toll Brothers (TOL) in Q1 2015, closing a stake of 9 shares.

B. Riley Wealth Advisors first reported a position in TOL in Q2 2014 and held it in 2 quarters. The position peaked at $318 in Q2 2014. 360 funds tracked by Wall St. Rank hold TOL as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Toll Brothers position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9 Toll Brothers shares in Q1 2015.
  • B. Riley Wealth Advisors first reported a position in Toll Brothers in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Toll Brothers position peaked at $318 in Q2 2014.
  • 360 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.