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Columbia Partners Investment Management’s Toll Brothers TOL Stock Holding History

Columbia Partners 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
2018
Q4 		– Sell
-22,123
Closed -$730K – 152
2018
Q3 		$730K Buy
+22,123
New +$801K 0.19% 135
2015
Q4 		– Sell
-33,497
Closed -$1.15M – 374
2015
Q3 		$1.15M Sell
33,497
-19,300
-37% -$731K 0.08% 231
2015
Q2 		$2.02M Buy
+52,797
New +$1.98M 0.12% 192
2014
Q4 		– Sell
-52,945
Closed -$1.65M – 357
2014
Q3 		$1.65M Buy
52,945
+964
+2% +$33K 0.08% 209
2014
Q2 		$1.92M Sell
51,981
-24,138
-32% -$856K 0.09% 213
2014
Q1 		$2.73M Sell
76,119
-12,434
-14% -$458K 0.12% 194
2013
Q4 		$3.28M Sell
88,553
-43,800
-33% -$1.45M 0.14% 172
2013
Q3 		$4.29M Sell
132,353
-1,361
-1% -$44K 0.19% 159
2013
Q2 		$4.36M Buy
+133,714
New +$4.52M 0.21% 160

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Columbia Partners Investment Management's TOL Position: Q4 2018 in Review

Columbia Partners Investment Management sold out of Toll Brothers (TOL) in Q4 2018, closing a stake of 22,123 shares — an estimated $730K sold.

Columbia Partners Investment Management first reported a position in TOL in Q2 2013 and held it in 9 quarters. The position peaked at $4.36M in Q2 2013. 383 funds tracked by Wall St. Rank hold TOL as of Q4 2018.

  • Columbia Partners Investment Management reported no remaining Toll Brothers position as of Q4 2018 after selling out during the quarter.
  • Columbia Partners Investment Management sold 22,123 Toll Brothers shares in Q4 2018, an estimated $730K.
  • Columbia Partners Investment Management first reported a position in Toll Brothers in Q2 2013 and held it in 9 quarters.
  • Columbia Partners Investment Management's Toll Brothers position peaked at $4.36M in Q2 2013.
  • 383 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2018.

Based on Columbia Partners Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.