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Baird’s Toll Brothers TOL Stock Holding History

Baird’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 		$646K Buy
+16,410
New +$600K 0.01% 878
2014
Q3 		– Sell
-5,779
Closed -$213K – 1180
2014
Q2 		$213K Buy
+5,779
New +$205K ﹤0.01% 1078

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

Baird's TOL Position: Q1 2015 in Review

Baird opened a new position in Toll Brothers (TOL) in Q1 2015: 16,410 shares worth $646K. The stake represents 0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: Baird previously reported a position in TOL as recently as Q2 2014.

Baird first reported a position in TOL in Q2 2014 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold TOL as of Q1 2015.

  • Baird held 16,410 shares of Toll Brothers worth $646K as of Q1 2015.
  • Toll Brothers was a new Baird position in Q1 2015.
  • Toll Brothers made up 0.01% of Baird's portfolio in Q1 2015, its #878 holding.
  • Baird first reported a position in Toll Brothers in Q2 2014 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.