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Cypress Asset Management’s Toll Brothers TOL Stock Holding History

Cypress Asset 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
2016
Q1 		– Sell
-6,775
Closed -$226K – 197
2015
Q4 		$226K Sell
6,775
-5,900
-47% -$210K 0.05% 179
2015
Q3 		$434K Sell
12,675
-250
-2% -$9.47K 0.09% 138
2015
Q2 		$494K Hold
12,925
– – 0.09% 139
2015
Q1 		$508K Sell
12,925
-800
-6% -$29.2K 0.1% 135
2014
Q4 		$470K Sell
13,725
-450
-3% -$14.7K 0.09% 142
2014
Q3 		$442K Sell
14,175
-1,300
-8% -$44.5K 0.08% 145
2014
Q2 		$571K Sell
15,475
-3,225
-17% -$114K 0.1% 131
2014
Q1 		$671K Buy
18,700
+770
+4% +$28.4K 0.12% 121
2013
Q4 		$663K Sell
17,930
-495
-3% -$16.4K 0.12% 123
2013
Q3 		$598K Buy
18,425
+550
+3% +$17.8K 0.11% 126
2013
Q2 		$583K Buy
+17,875
New +$604K 0.11% 125

Other funds holding TOL

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return