J.M. Hartwell’s Toll Brothers TOL Stock Holding History

J.M. Hartwell’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 Q4	–	Sell	-7,500	Closed	-$257K	–	98
2015 Q3	$257K	Hold	7,500	–	–	0.06%	92
2015 Q2	$286K	Buy	+7,500	New	+$281K	0.06%	100

Other funds holding TOL

JP Morgan Chase New York $1.81T AUM 41.13% 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 $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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

J.M. Hartwell's TOL Position: Q4 2015 in Review

J.M. Hartwell sold out of Toll Brothers (TOL) in Q4 2015, closing a stake of 7,500 shares — an estimated $257K sold.

J.M. Hartwell first reported a position in TOL in Q2 2015 and held it in 2 quarters. The position peaked at $286K in Q2 2015. 379 funds tracked by Wall St. Rank hold TOL as of Q4 2015.

J.M. Hartwell reported no remaining Toll Brothers position as of Q4 2015 after selling out during the quarter.
J.M. Hartwell sold 7,500 Toll Brothers shares in Q4 2015, an estimated $257K.
J.M. Hartwell first reported a position in Toll Brothers in Q2 2015 and held it in 2 quarters.
J.M. Hartwell's Toll Brothers position peaked at $286K in Q2 2015.
379 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2015.

Based on J.M. Hartwell's 13F filing for Q4 2015, filed 13 Jan 2016.