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Placemark Investments’s Toll Brothers TOL Stock Holding History

Placemark 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
2014
Q4 		$690K Buy
20,133
+11,684
+138% +$381K 0.01% 1042
2014
Q3 		$263K Buy
8,449
+402
+5% +$13.8K ﹤0.01% 1461
2014
Q2 		$297K Buy
8,047
+2,339
+41% +$83K 0.01% 1389
2014
Q1 		$205K Sell
5,708
-1,866
-25% -$68.7K ﹤0.01% 1509
2013
Q4 		$280K Buy
7,574
+1,348
+22% +$44.7K ﹤0.01% 1387
2013
Q3 		$203K Buy
+6,226
New +$201K ﹤0.01% 1482

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Placemark Investments's TOL Position: Q4 2014 in Review

Placemark Investments increased its Toll Brothers (TOL) stake by 138% in Q4 2014, buying an estimated $381K and bringing the position to 20,133 shares worth $690K. The position accounts for 0.01% of the portfolio, ranked #1042.

Placemark Investments first reported a position in TOL in Q3 2013 and has held it in 6 quarters since. 334 funds tracked by Wall St. Rank hold TOL as of Q4 2014.

  • Placemark Investments held 20,133 shares of Toll Brothers worth $690K as of Q4 2014.
  • Placemark Investments bought 11,684 Toll Brothers shares in Q4 2014, an estimated $381K.
  • Toll Brothers made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1042 holding.
  • Placemark Investments first reported a position in Toll Brothers in Q3 2013 and has held it in 6 quarters since.
  • 334 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.