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Kimelman & Baird’s Toll Brothers TOL Stock Holding History

Kimelman & Baird’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
-21,050
Closed -$621K – 106
2016
Q1 		$621K Sell
21,050
-262,215
-93% -$7.33M 0.12% 71
2015
Q4 		$9.43M Buy
+283,265
New +$10.1M 1.77% 18
2015
Q2 		$11.8M Buy
310,280
+12,190
+4% +$456K 2.02% 15
2015
Q1 		$11.7M Sell
298,090
-600
-0.2% -$21.9K 2.14% 14
2014
Q4 		$10.2M Sell
298,690
-2,900
-1% -$94.6K 1.84% 17
2014
Q3 		$9.4M Sell
301,590
-44,050
-13% -$1.51M 1.78% 21
2014
Q2 		$12.8M Buy
345,640
+7,230
+2% +$256K 2.24% 14
2014
Q1 		$12.1M Buy
338,410
+27,510
+9% +$1.01M 2.27% 15
2013
Q4 		$11.5M Sell
310,900
-32,550
-9% -$1.08M 2.2% 14
2013
Q3 		$11.1M Buy
343,450
+2,600
+0.8% +$84.1K 2.22% 13
2013
Q2 		$11.1M Buy
+340,850
New +$11.5M 2.34% 11

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 $1.47T AUM 27.86% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return