Pinnacle Summer Investments’s Toll Brothers TOL Stock Holding History

Pinnacle Summer Investments’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	-269	Closed	-$9K	–	1004
2015 Q3	$9K	Buy	+269	New	+$10.2K	﹤0.01%	770
2015 Q2	–	Sell	-269	Closed	-$11K	–	936
2015 Q1	$11K	Hold	269	–	–	﹤0.01%	774
2014 Q4	$9K	Hold	269	–	–	﹤0.01%	825
2014 Q3	$8K	Hold	269	–	–	﹤0.01%	855
2014 Q2	$10K	Hold	269	–	–	﹤0.01%	769
2014 Q1	$9K	Hold	269	–	–	﹤0.01%	727
2013 Q4	$10K	Hold	269	–	–	﹤0.01%	731
2013 Q3	$9K	Hold	269	–	–	﹤0.01%	704
2013 Q2	$9K	Buy	+269	New	+$9.09K	﹤0.01%	634

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 18.14% 1-Year Est. Return

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 16.26% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Summer Investments's TOL Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of Toll Brothers (TOL) in Q4 2015, closing a stake of 269 shares — an estimated $9K sold.

Pinnacle Summer Investments first reported a position in TOL in Q2 2013 and held it in 9 quarters. The position peaked at $11K in Q1 2015. 379 funds tracked by Wall St. Rank hold TOL as of Q4 2015.

Pinnacle Summer Investments reported no remaining Toll Brothers position as of Q4 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 269 Toll Brothers shares in Q4 2015, an estimated $9K.
Pinnacle Summer Investments first reported a position in Toll Brothers in Q2 2013 and held it in 9 quarters.
Pinnacle Summer Investments's Toll Brothers position peaked at $11K in Q1 2015.
379 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.