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Round Table Investment Management’s Toll Brothers TOL Stock Holding History

Round Table Investment Management’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
Q3 		– Sell
-14,000
Closed -$535K – 52
2015
Q2 		$535K Buy
+14,000
New +$524K 0.61% 33

Other funds holding TOL

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Round Table Investment Management's TOL Position: Q3 2015 in Review

Round Table Investment Management sold out of Toll Brothers (TOL) in Q3 2015, closing a stake of 14,000 shares — an estimated $535K sold.

Round Table Investment Management first reported a position in TOL in Q2 2015 and held it in 1 quarter. The position peaked at $535K in Q2 2015. 380 funds tracked by Wall St. Rank hold TOL as of Q3 2015.

  • Round Table Investment Management reported no remaining Toll Brothers position as of Q3 2015 after selling out during the quarter.
  • Round Table Investment Management sold 14,000 Toll Brothers shares in Q3 2015, an estimated $535K.
  • Round Table Investment Management first reported a position in Toll Brothers in Q2 2015 and held it in 1 quarter.
  • Round Table Investment Management's Toll Brothers position peaked at $535K in Q2 2015.
  • 380 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2015.

Based on Round Table Investment Management's 13F filing for Q3 2015, filed 16 Nov 2015.