CFSG
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Community Financial Services Group’s Toll Brothers TOL Stock Holding History

Community Financial Services Group’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 		– Sell
-1,000
Closed -$34K – 209
2015
Q3 		$34K Hold
1,000
– – 0.02% 145
2015
Q2 		$38K Hold
1,000
– – 0.02% 152
2015
Q1 		$39K Hold
1,000
– – 0.02% 149
2014
Q4 		$34K Hold
1,000
– – 0.02% 160
2014
Q3 		$31K Hold
1,000
– – 0.02% 150
2014
Q2 		$37K Hold
1,000
– – 0.02% 137
2014
Q1 		$36K Buy
+1,000
New +$36.8K 0.02% 136

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BFA
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State Street
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CGM
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BIT
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return