GWM
TOL icon

Gupta Wealth Management’s Toll Brothers TOL Stock Holding History

Gupta Wealth 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 		$16K Buy
538
+188
+54% +$5.25K ﹤0.01% 733
2015
Q4 		$12K Sell
350
-839
-71% -$29.9K ﹤0.01% 840
2015
Q3 		$41K Buy
1,189
+839
+240% +$31.8K 0.01% 489
2015
Q2 		$13K Hold
350
– – ﹤0.01% 848
2015
Q1 		$14K Buy
+350
New +$12.8K ﹤0.01% 694

Other funds holding TOL

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Gupta Wealth Management's TOL Position: Q1 2016 in Review

Gupta Wealth Management increased its Toll Brothers (TOL) stake by 54% in Q1 2016, buying an estimated $5.25K and bringing the position to 538 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Gupta Wealth Management first reported a position in TOL in Q1 2015 and has held it in 5 quarters since. The position peaked at $41K in Q3 2015. 369 funds tracked by Wall St. Rank hold TOL as of Q1 2016.

  • Gupta Wealth Management held 538 shares of Toll Brothers worth $16K as of Q1 2016.
  • Gupta Wealth Management bought 188 Toll Brothers shares in Q1 2016, an estimated $5.25K.
  • Toll Brothers made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #733 holding.
  • Gupta Wealth Management first reported a position in Toll Brothers in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Toll Brothers position peaked at $41K in Q3 2015.
  • 369 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.