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Ipswich Investment Management’s Toll Brothers TOL Stock Holding History

Ipswich Investment 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
Q2 		– Sell
-1,650
Closed -$44K – 303
2016
Q1 		$44K Buy
+1,650
New +$46.1K 0.02% 239
2013
Q3 		– Sell
-25,545
Closed -$833K – 144
2013
Q2 		$833K Buy
+25,545
New +$863K 0.36% 69

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

Ipswich Investment Management's TOL Position: Q2 2016 in Review

Ipswich Investment Management sold out of Toll Brothers (TOL) in Q2 2016, closing a stake of 1,650 shares — an estimated $44K sold.

Ipswich Investment Management first reported a position in TOL in Q2 2013 and held it in 2 quarters. The position peaked at $833K in Q2 2013. 364 funds tracked by Wall St. Rank hold TOL as of Q2 2016.

  • Ipswich Investment Management reported no remaining Toll Brothers position as of Q2 2016 after selling out during the quarter.
  • Ipswich Investment Management sold 1,650 Toll Brothers shares in Q2 2016, an estimated $44K.
  • Ipswich Investment Management first reported a position in Toll Brothers in Q2 2013 and held it in 2 quarters.
  • Ipswich Investment Management's Toll Brothers position peaked at $833K in Q2 2013.
  • 364 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2016.

Based on Ipswich Investment Management's 13F filing for Q2 2016, filed 2 Aug 2016.