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SVB Wealth’s Toll Brothers TOL Stock Holding History

SVB Wealth’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
-6,173
Closed -$211K – 564
2015
Q3 		$211K Hold
6,173
– – 0.01% 516
2015
Q2 		$236K Sell
6,173
-43
-0.7% -$1.61K 0.01% 511
2015
Q1 		$245K Sell
6,216
-7,300
-54% -$267K 0.01% 501
2014
Q4 		$463K Buy
+13,516
New +$441K 0.02% 416

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SVB Wealth's TOL Position: Q4 2015 in Review

SVB Wealth sold out of Toll Brothers (TOL) in Q4 2015, closing a stake of 6,173 shares — an estimated $211K sold.

SVB Wealth first reported a position in TOL in Q4 2014 and held it in 4 quarters. The position peaked at $463K in Q4 2014. 379 funds tracked by Wall St. Rank hold TOL as of Q4 2015.

  • SVB Wealth reported no remaining Toll Brothers position as of Q4 2015 after selling out during the quarter.
  • SVB Wealth sold 6,173 Toll Brothers shares in Q4 2015, an estimated $211K.
  • SVB Wealth first reported a position in Toll Brothers in Q4 2014 and held it in 4 quarters.
  • SVB Wealth's Toll Brothers position peaked at $463K in Q4 2014.
  • 379 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2015.

Based on SVB Wealth's 13F filing for Q4 2015, filed 12 Feb 2016.