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Optimum Investment Advisors’s Toll Brothers TOL Stock Holding History

Optimum Investment 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
Q1 		$24K Hold
600
– – 0.01% 654
2014
Q4 		$21K Buy
600
+500
+500% +$16.3K 0.01% 703
2014
Q3 		$3K Buy
+100
New +$3.43K ﹤0.01% 877

Other funds holding TOL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Optimum Investment Advisors's TOL Position: Q1 2015 in Review

Optimum Investment Advisors held its Toll Brothers (TOL) position steady in Q1 2015 at 600 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #654.

Optimum Investment Advisors first reported a position in TOL in Q3 2014 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold TOL as of Q1 2015.

  • Optimum Investment Advisors held 600 shares of Toll Brothers worth $24K as of Q1 2015.
  • Optimum Investment Advisors left its Toll Brothers share count unchanged in Q1 2015.
  • Toll Brothers made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #654 holding.
  • Optimum Investment Advisors first reported a position in Toll Brothers in Q3 2014 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.