Everest Capital’s Toll Brothers TOL Stock Holding History

Everest 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
2016 Q1	–	Sell	-6,200	Closed	-$206K	–	5
2015 Q4	$206K	Buy	+6,200	New	+$221K	17.44%	3
2015 Q1	–	Sell	-120,500	Closed	-$4.13M	–	36
2014 Q4	$4.13M	Buy	+120,500	New	+$3.93M	0.64%	30
2014 Q2	–	Sell	-45,400	Closed	-$1.63M	–	42
2014 Q1	$1.63M	Hold	45,400	–	–	0.39%	27
2013 Q4	$1.68M	Buy	45,400 +23,000	+103%	+$763K	0.28%	28
2013 Q3	$726K	Sell	22,400 -13,500	-38%	-$437K	0.13%	32
2013 Q2	$1.17M	Buy	+35,900	New	+$1.21M	0.17%	27

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 $3.37T AUM 44.26% 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

Everest Capital's TOL Position: Q1 2016 in Review

Everest Capital sold out of Toll Brothers (TOL) in Q1 2016, closing a stake of 6,200 shares — an estimated $206K sold.

Everest Capital first reported a position in TOL in Q2 2013 and held it in 6 quarters. The position peaked at $4.13M in Q4 2014. 369 funds tracked by Wall St. Rank hold TOL as of Q1 2016.

Everest Capital reported no remaining Toll Brothers position as of Q1 2016 after selling out during the quarter.
Everest Capital sold 6,200 Toll Brothers shares in Q1 2016, an estimated $206K.
Everest Capital first reported a position in Toll Brothers in Q2 2013 and held it in 6 quarters.
Everest Capital's Toll Brothers position peaked at $4.13M in Q4 2014.
369 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2016.

Based on Everest Capital's 13F filing for Q1 2016.