FMA
TOL icon

Fiduciary Management Associates’s Toll Brothers TOL Stock Holding History

Fiduciary Management 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
Q2 		– Sell
-12,460
Closed -$447K – 132
2014
Q1 		$447K Buy
12,460
+5,870
+89% +$216K 0.03% 116
2013
Q4 		$244K Sell
6,590
-750
-10% -$24.9K 0.02% 126
2013
Q3 		$238K Sell
7,340
-5,600
-43% -$181K 0.02% 128
2013
Q2 		$422K Buy
+12,940
New +$437K 0.03% 131

Other funds holding TOL

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $580B AUM 38.23% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fiduciary Management Associates's TOL Position: Q2 2014 in Review

Fiduciary Management Associates sold out of Toll Brothers (TOL) in Q2 2014, closing a stake of 12,460 shares — an estimated $447K sold.

Fiduciary Management Associates first reported a position in TOL in Q2 2013 and held it in 4 quarters. The position peaked at $447K in Q1 2014. 346 funds tracked by Wall St. Rank hold TOL as of Q2 2014.

  • Fiduciary Management Associates reported no remaining Toll Brothers position as of Q2 2014 after selling out during the quarter.
  • Fiduciary Management Associates sold 12,460 Toll Brothers shares in Q2 2014, an estimated $447K.
  • Fiduciary Management Associates first reported a position in Toll Brothers in Q2 2013 and held it in 4 quarters.
  • Fiduciary Management Associates's Toll Brothers position peaked at $447K in Q1 2014.
  • 346 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2014.

Based on Fiduciary Management Associates's 13F filing for Q2 2014, filed 31 Jul 2014.