Lupo Securities’s Toll Brothers TOL Stock Holding History

Lupo Securities’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 Q1	–	Sell	-595	Closed	-$20.4K	–	670
2014 Q4	$20.4K	Buy	+595	New	+$19.4K	0.01%	268

Other funds holding TOL

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lupo Securities's TOL Position: Q1 2015 in Review

Lupo Securities sold out of Toll Brothers (TOL) in Q1 2015, closing a stake of 595 shares — an estimated $20.4K sold.

Lupo Securities first reported a position in TOL in Q4 2014 and held it in 1 quarter. The position peaked at $20.4K in Q4 2014. 360 funds tracked by Wall St. Rank hold TOL as of Q1 2015.

Lupo Securities reported no remaining Toll Brothers position as of Q1 2015 after selling out during the quarter.
Lupo Securities sold 595 Toll Brothers shares in Q1 2015, an estimated $20.4K.
Lupo Securities first reported a position in Toll Brothers in Q4 2014 and held it in 1 quarter.
Lupo Securities's Toll Brothers position peaked at $20.4K in Q4 2014.
360 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2015.

Based on Lupo Securities's 13F filing for Q1 2015, filed 15 May 2015.