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Ladenburg Thalmann Financial Services’s Toll Brothers TOL Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$199K Buy
4,997
+546
+12% +$21.8K ﹤0.01% 2507
2019
Q3 		$182K Sell
4,451
-1,759
-28% -$64.9K ﹤0.01% 2539
2019
Q2 		$227K Sell
6,210
-2,101
-25% -$78.4K ﹤0.01% 2381
2019
Q1 		$300K Buy
8,311
+2,179
+36% +$78.3K ﹤0.01% 2089
2018
Q4 		$202K Sell
6,132
-1,355
-18% -$43.5K ﹤0.01% 2243
2018
Q3 		$247K Buy
7,487
+373
+5% +$13.5K ﹤0.01% 2147
2018
Q2 		$307K Hold
7,114
– – ﹤0.01% 1918
2018
Q1 		$307K Sell
7,114
-1,119
-14% -$52.5K ﹤0.01% 1918
2017
Q4 		$395K Buy
8,233
+802
+11% +$36.9K ﹤0.01% 1711
2017
Q3 		$308K Sell
7,431
-11
-0.1% -$433 ﹤0.01% 1781
2017
Q2 		$294K Buy
7,442
+1,769
+31% +$66K ﹤0.01% 1754
2017
Q1 		$205K Buy
5,673
+790
+16% +$26.3K ﹤0.01% 1896
2016
Q4 		$152K Sell
4,883
-2,124
-30% -$63K ﹤0.01% 2009
2016
Q3 		$209K Buy
7,007
+1,536
+28% +$44.4K ﹤0.01% 1723
2016
Q2 		$147K Buy
5,471
+1,870
+52% +$52.5K ﹤0.01% 1878
2016
Q1 		$107K Sell
3,601
-822
-19% -$23K ﹤0.01% 2011
2015
Q4 		$151K Sell
4,423
-720
-14% -$25.7K ﹤0.01% 1773
2015
Q3 		$179K Buy
5,143
+341
+7% +$12.9K ﹤0.01% 1552
2015
Q2 		$182K Buy
4,802
+468
+11% +$17.5K ﹤0.01% 1678
2015
Q1 		$170K Buy
4,334
+217
+5% +$7.93K ﹤0.01% 1692
2014
Q4 		$142K Buy
4,117
+2,441
+146% +$79.6K ﹤0.01% 1659
2014
Q3 		$52K Sell
1,676
-2,575
-61% -$88.2K ﹤0.01% 2009
2014
Q2 		$157K Buy
4,251
+1,759
+71% +$62.4K ﹤0.01% 1330
2014
Q1 		$89K Buy
2,492
+931
+60% +$34.3K ﹤0.01% 1577
2013
Q4 		$58K Sell
1,561
-270
-15% -$8.96K ﹤0.01% 1816
2013
Q3 		$59K Sell
1,831
-17,237
-90% -$557K ﹤0.01% 1716
2013
Q2 		$622K Buy
+19,068
New +$644K 0.02% 550

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ladenburg Thalmann Financial Services's TOL Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Toll Brothers (TOL) stake by 12% in Q4 2019, buying an estimated $21.8K and bringing the position to 4,997 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

Ladenburg Thalmann Financial Services first reported a position in TOL in Q2 2013 and has held it in 27 quarters since. The position peaked at $622K in Q2 2013. 375 funds tracked by Wall St. Rank hold TOL as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 4,997 shares of Toll Brothers worth $199K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 546 Toll Brothers shares in Q4 2019, an estimated $21.8K.
  • Toll Brothers made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2507 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Toll Brothers in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Toll Brothers position peaked at $622K in Q2 2013.
  • 375 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.