DCLA
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Douglas C. Lane & Associates’s Toll Brothers TOL Stock Holding History

Douglas C. Lane & Associates’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
2014
Q3 		– Sell
-5,500
Closed -$203K – 234
2014
Q2 		$203K Buy
+5,500
New +$195K 0.01% 208

Other funds holding TOL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Douglas C. Lane & Associates's TOL Position: Q3 2014 in Review

Douglas C. Lane & Associates sold out of Toll Brothers (TOL) in Q3 2014, closing a stake of 5,500 shares — an estimated $203K sold.

Douglas C. Lane & Associates first reported a position in TOL in Q2 2014 and held it in 1 quarter. The position peaked at $203K in Q2 2014. 330 funds tracked by Wall St. Rank hold TOL as of Q3 2014.

  • Douglas C. Lane & Associates reported no remaining Toll Brothers position as of Q3 2014 after selling out during the quarter.
  • Douglas C. Lane & Associates sold 5,500 Toll Brothers shares in Q3 2014, an estimated $203K.
  • Douglas C. Lane & Associates first reported a position in Toll Brothers in Q2 2014 and held it in 1 quarter.
  • Douglas C. Lane & Associates's Toll Brothers position peaked at $203K in Q2 2014.
  • 330 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2014.

Based on Douglas C. Lane & Associates's 13F filing for Q3 2014, filed 27 Oct 2014.