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Robert N. Shapiro’s Toll Brothers TOL Stock Holding History

Robert N. Shapiro’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 		$1.28M Sell
37,248
-9,336
-20% -$305K 0.26% 114
2014
Q3 		$1.45M Sell
46,584
-2,543
-5% -$87.1K 0.28% 113
2014
Q2 		$1.81M Sell
49,127
-787
-2% -$27.9K 0.34% 92
2014
Q1 		$1.79M Sell
49,914
-3,168
-6% -$117K 0.33% 95
2013
Q4 		$1.97M Sell
53,082
-10,103
-16% -$335K 0.35% 84
2013
Q3 		$2.05M Buy
63,185
+28,738
+83% +$929K 0.36% 87
2013
Q2 		$1.13M Buy
+34,447
New +$1.16M 0.24% 122

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 $1.15T AUM 47.82% 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 $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $7.8B AUM 25.03% 1-Year Est. Return

Robert N. Shapiro's TOL Position: Q4 2014 in Review

Robert N. Shapiro reduced its Toll Brothers (TOL) stake by 20% in Q4 2014, selling an estimated $305K and leaving 37,248 shares worth $1.28M. The position accounts for 0.26% of the portfolio, ranked #114.

Robert N. Shapiro first reported a position in TOL in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.05M in Q3 2013. 334 funds tracked by Wall St. Rank hold TOL as of Q4 2014.

  • Robert N. Shapiro held 37,248 shares of Toll Brothers worth $1.28M as of Q4 2014.
  • Robert N. Shapiro sold 9,336 Toll Brothers shares in Q4 2014, an estimated $305K.
  • Toll Brothers made up 0.26% of Robert N. Shapiro's portfolio in Q4 2014, its #114 holding.
  • Robert N. Shapiro first reported a position in Toll Brothers in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Toll Brothers position peaked at $2.05M in Q3 2013.
  • 334 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.