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Curi RMB Capital’s Toll Brothers TOL Stock Holding History

Curi RMB Capital’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
2017
Q4 		– Sell
-7,000
Closed -$290K – 954
2017
Q3 		$290K Hold
7,000
– – 0.01% 602
2017
Q2 		$277K Hold
7,000
– – 0.01% 617
2017
Q1 		$253K Hold
7,000
– – 0.01% 470
2016
Q4 		$217K Buy
+7,000
New +$207K 0.01% 408

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Curi RMB Capital's TOL Position: Q4 2017 in Review

Curi RMB Capital sold out of Toll Brothers (TOL) in Q4 2017, closing a stake of 7,000 shares — an estimated $290K sold.

Curi RMB Capital first reported a position in TOL in Q4 2016 and held it in 4 quarters. The position peaked at $290K in Q3 2017. 452 funds tracked by Wall St. Rank hold TOL as of Q4 2017.

  • Curi RMB Capital reported no remaining Toll Brothers position as of Q4 2017 after selling out during the quarter.
  • Curi RMB Capital sold 7,000 Toll Brothers shares in Q4 2017, an estimated $290K.
  • Curi RMB Capital first reported a position in Toll Brothers in Q4 2016 and held it in 4 quarters.
  • Curi RMB Capital's Toll Brothers position peaked at $290K in Q3 2017.
  • 452 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2017.

Based on Curi RMB Capital's 13F filing for Q4 2017, filed 14 Feb 2018.