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Lenox Wealth Advisors’s Toll Brothers TOL Stock Holding History

Lenox Wealth Advisors’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
-169
Closed -$6K – 558
2015
Q3 		$6K Hold
169
– – ﹤0.01% 235
2015
Q2 		$6K Hold
169
– – ﹤0.01% 197
2015
Q1 		$7K Hold
169
– – ﹤0.01% 204
2014
Q4 		$6K Sell
169
-227
-57% -$7.41K ﹤0.01% 220
2014
Q3 		$12K Hold
396
– – 0.01% 165
2014
Q2 		$14K Buy
396
+169
+74% +$5.99K 0.01% 133
2014
Q1 		$8K Sell
227
-107
-32% -$3.94K ﹤0.01% 141
2013
Q4 		$12K Buy
334
+107
+47% +$3.55K 0.01% 155
2013
Q3 		$7K Hold
227
– – 0.01% 130
2013
Q2 		$7K Buy
+227
New +$7.67K 0.01% 152

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 $3.37T 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
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

Lenox Wealth Advisors's TOL Position: Q4 2015 in Review

Lenox Wealth Advisors sold out of Toll Brothers (TOL) in Q4 2015, closing a stake of 169 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in TOL in Q2 2013 and held it in 10 quarters. The position peaked at $14K in Q2 2014. 379 funds tracked by Wall St. Rank hold TOL as of Q4 2015.

  • Lenox Wealth Advisors reported no remaining Toll Brothers position as of Q4 2015 after selling out during the quarter.
  • Lenox Wealth Advisors sold 169 Toll Brothers shares in Q4 2015, an estimated $6K.
  • Lenox Wealth Advisors first reported a position in Toll Brothers in Q2 2013 and held it in 10 quarters.
  • Lenox Wealth Advisors's Toll Brothers position peaked at $14K in Q2 2014.
  • 379 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2015.

Based on Lenox Wealth Advisors's 13F filing for Q4 2015, filed 8 Jan 2016.