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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cypress Asset Management's TOL Position: Q1 2016 in Review

Cypress Asset Management sold out of Toll Brothers (TOL) in Q1 2016, closing a stake of 6,775 shares — an estimated $226K sold.

Cypress Asset Management first reported a position in TOL in Q2 2013 and held it in 11 quarters. The position peaked at $671K in Q1 2014. 369 funds tracked by Wall St. Rank hold TOL as of Q1 2016.

Cypress Asset Management reported no remaining Toll Brothers position as of Q1 2016 after selling out during the quarter.
Cypress Asset Management sold 6,775 Toll Brothers shares in Q1 2016, an estimated $226K.
Cypress Asset Management first reported a position in Toll Brothers in Q2 2013 and held it in 11 quarters.
Cypress Asset Management's Toll Brothers position peaked at $671K in Q1 2014.
369 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2016.

Based on Cypress Asset Management's 13F filing for Q1 2016, filed 3 May 2016.