TFO
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Tarbox Family Office’s Toll Brothers TOL Stock Holding History

Tarbox Family Office’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
2016
Q1 		– Sell
-43
Closed -$1K – 606
2015
Q4 		$1K Buy
43
+23
+115% +$821 ﹤0.01% 502
2015
Q3 		$1K Hold
20
– – ﹤0.01% 518
2015
Q2 		$1K Hold
20
– – ﹤0.01% 501
2015
Q1 		$1K Buy
20
+7
+54% +$256 ﹤0.01% 512
2014
Q4 		$0 Sell
13
-7
-35% -$228 ﹤0.01% 581
2014
Q3 		$1K Sell
20
-3
-13% -$103 ﹤0.01% 503
2014
Q2 		$0 Hold
23
– – ﹤0.01% 531
2014
Q1 		$0 Buy
23
+10
+77% +$368 ﹤0.01% 561
2013
Q4 		$0 Buy
+13
New +$431 ﹤0.01% 588

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tarbox Family Office's TOL Position: Q1 2016 in Review

Tarbox Family Office sold out of Toll Brothers (TOL) in Q1 2016, closing a stake of 43 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in TOL in Q4 2013 and held it in 9 quarters. The position peaked at $1K in Q4 2015. 369 funds tracked by Wall St. Rank hold TOL as of Q1 2016.

  • Tarbox Family Office reported no remaining Toll Brothers position as of Q1 2016 after selling out during the quarter.
  • Tarbox Family Office sold 43 Toll Brothers shares in Q1 2016, an estimated $1K.
  • Tarbox Family Office first reported a position in Toll Brothers in Q4 2013 and held it in 9 quarters.
  • Tarbox Family Office's Toll Brothers position peaked at $1K in Q4 2015.
  • 369 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2016.

Based on Tarbox Family Office's 13F filing for Q1 2016, filed 27 Apr 2016.