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Klingman & Associates’s Toll Brothers TOL Stock Holding History

Klingman & Associates’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 		– Sell
-87
Closed -$3K – 406
2015
Q4 		$3K Hold
87
– – ﹤0.01% 360
2015
Q3 		$2K Hold
87
– – ﹤0.01% 398
2015
Q2 		$3K Hold
87
– – ﹤0.01% 376
2015
Q1 		$3K Hold
87
– – ﹤0.01% 344
2014
Q4 		$2K Buy
+87
New +$2.84K ﹤0.01% 364

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 $3.38T AUM 44.17% 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

Klingman & Associates's TOL Position: Q1 2016 in Review

Klingman & Associates sold out of Toll Brothers (TOL) in Q1 2016, closing a stake of 87 shares — an estimated $3K sold.

Klingman & Associates first reported a position in TOL in Q4 2014 and held it in 5 quarters. The position peaked at $3K in Q4 2015. 369 funds tracked by Wall St. Rank hold TOL as of Q1 2016.

  • Klingman & Associates reported no remaining Toll Brothers position as of Q1 2016 after selling out during the quarter.
  • Klingman & Associates sold 87 Toll Brothers shares in Q1 2016, an estimated $3K.
  • Klingman & Associates first reported a position in Toll Brothers in Q4 2014 and held it in 5 quarters.
  • Klingman & Associates's Toll Brothers position peaked at $3K in Q4 2015.
  • 369 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2016.

Based on Klingman & Associates's 13F filing for Q1 2016, filed 18 Apr 2016.