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Lehman Financial Resources’s Toll Brothers TOL Stock Holding History

Lehman Financial Resources’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
-600
Closed -$20K – 319
2015
Q3 		$20K Hold
600
– – 0.01% 248
2015
Q2 		$22K Hold
600
– – 0.01% 247
2015
Q1 		$24K Hold
600
– – 0.01% 233
2014
Q4 		$21K Hold
600
– – 0.01% 238
2014
Q3 		$19K Hold
600
– – 0.01% 248
2014
Q2 		$22K Hold
600
– – 0.01% 223
2014
Q1 		$22K Hold
600
– – 0.01% 212
2013
Q4 		$22K Hold
600
– – 0.01% 209
2013
Q3 		$19K Hold
600
– – 0.01% 214
2013
Q2 		$20K Buy
+600
New +$20.3K 0.01% 179

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
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lehman Financial Resources's TOL Position: Q4 2015 in Review

Lehman Financial Resources sold out of Toll Brothers (TOL) in Q4 2015, closing a stake of 600 shares — an estimated $20K sold.

Lehman Financial Resources first reported a position in TOL in Q2 2013 and held it in 10 quarters. The position peaked at $24K in Q1 2015. 379 funds tracked by Wall St. Rank hold TOL as of Q4 2015.

  • Lehman Financial Resources reported no remaining Toll Brothers position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 600 Toll Brothers shares in Q4 2015, an estimated $20K.
  • Lehman Financial Resources first reported a position in Toll Brothers in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Toll Brothers position peaked at $24K in Q1 2015.
  • 379 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.