BPBT
TOL icon

Boston Private Bank & Trust’s Toll Brothers TOL Stock Holding History

Boston Private Bank & Trust’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
2014
Q2 		– Sell
-75
Closed -$3K – 1029
2014
Q1 		$3K Hold
75
– – ﹤0.01% 950
2013
Q4 		$3K Buy
+75
New +$2.49K ﹤0.01% 981

Other funds holding TOL

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Private Bank & Trust's TOL Position: Q2 2014 in Review

Boston Private Bank & Trust sold out of Toll Brothers (TOL) in Q2 2014, closing a stake of 75 shares — an estimated $3K sold.

Boston Private Bank & Trust first reported a position in TOL in Q4 2013 and held it in 2 quarters. The position peaked at $3K in Q1 2014. 346 funds tracked by Wall St. Rank hold TOL as of Q2 2014.

  • Boston Private Bank & Trust reported no remaining Toll Brothers position as of Q2 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 75 Toll Brothers shares in Q2 2014, an estimated $3K.
  • Boston Private Bank & Trust first reported a position in Toll Brothers in Q4 2013 and held it in 2 quarters.
  • Boston Private Bank & Trust's Toll Brothers position peaked at $3K in Q1 2014.
  • 346 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2014.

Based on Boston Private Bank & Trust's 13F filing for Q2 2014, filed 15 Jul 2014.