Geneva Advisors’s Toll Brothers TOL Stock Holding History

Geneva Advisors’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
2013 Q3	–	Sell	-23,940	Closed	-$781K	–	549
2013 Q2	$781K	Buy	+23,940	New	+$809K	0.02%	241

Other funds holding TOL

Goldman Sachs New York $871B AUM 31.28% 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 $2.9T AUM 29.55% 1-Year Est. Return

CGM

Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geneva Advisors's TOL Position: Q3 2013 in Review

Geneva Advisors sold out of Toll Brothers (TOL) in Q3 2013, closing a stake of 23,940 shares — an estimated $781K sold.

Geneva Advisors first reported a position in TOL in Q2 2013 and held it in 1 quarter. The position peaked at $781K in Q2 2013. 318 funds tracked by Wall St. Rank hold TOL as of Q3 2013.

Geneva Advisors reported no remaining Toll Brothers position as of Q3 2013 after selling out during the quarter.
Geneva Advisors sold 23,940 Toll Brothers shares in Q3 2013, an estimated $781K.
Geneva Advisors first reported a position in Toll Brothers in Q2 2013 and held it in 1 quarter.
Geneva Advisors's Toll Brothers position peaked at $781K in Q2 2013.
318 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2013.

Based on Geneva Advisors's 13F filing for Q3 2013, filed 4 Nov 2013.