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Index Management Solutions’s Toll Brothers TOL Stock Holding History

Index Management Solutions’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
2015
Q3 		$12K Sell
341
-22
-6% -$833 0.01% 504
2015
Q2 		$14K Sell
363
-381
-51% -$14.3K 0.01% 558
2015
Q1 		$29K Buy
+744
New +$27.2K 0.02% 262

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
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Index Management Solutions's TOL Position: Q3 2015 in Review

Index Management Solutions reduced its Toll Brothers (TOL) stake by 6.1% in Q3 2015, selling an estimated $833 and leaving 341 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #504.

Index Management Solutions first reported a position in TOL in Q1 2015 and has held it in 3 quarters since. The position peaked at $29K in Q1 2015. 380 funds tracked by Wall St. Rank hold TOL as of Q3 2015.

  • Index Management Solutions held 341 shares of Toll Brothers worth $12K as of Q3 2015.
  • Index Management Solutions sold 22 Toll Brothers shares in Q3 2015, an estimated $833.
  • Toll Brothers made up 0.01% of Index Management Solutions's portfolio in Q3 2015, its #504 holding.
  • Index Management Solutions first reported a position in Toll Brothers in Q1 2015 and has held it in 3 quarters since.
  • Index Management Solutions's Toll Brothers position peaked at $29K in Q1 2015.
  • 380 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.