TF
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Tompkins Financial’s Toll Brothers TOL Stock Holding History

Tompkins Financial’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
Q2 		– Sell
-785
Closed -$23K – 564
2016
Q1 		$23K Buy
785
+180
+30% +$5.03K 0.01% 316
2015
Q4 		$20K Buy
+605
New +$21.6K 0.01% 367
2014
Q2 		– Sell
-1,821
Closed -$65K – 538
2014
Q1 		$65K Buy
1,821
+1,471
+420% +$54.2K 0.02% 235
2013
Q4 		$13K Sell
350
-1,548
-82% -$51.3K ﹤0.01% 390
2013
Q3 		$62K Hold
1,898
– – 0.02% 220
2013
Q2 		$62K Buy
+1,898
New +$64.1K 0.02% 210

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

Tompkins Financial's TOL Position: Q2 2016 in Review

Tompkins Financial sold out of Toll Brothers (TOL) in Q2 2016, closing a stake of 785 shares — an estimated $23K sold.

Tompkins Financial first reported a position in TOL in Q2 2013 and held it in 6 quarters. The position peaked at $65K in Q1 2014. 364 funds tracked by Wall St. Rank hold TOL as of Q2 2016.

  • Tompkins Financial reported no remaining Toll Brothers position as of Q2 2016 after selling out during the quarter.
  • Tompkins Financial sold 785 Toll Brothers shares in Q2 2016, an estimated $23K.
  • Tompkins Financial first reported a position in Toll Brothers in Q2 2013 and held it in 6 quarters.
  • Tompkins Financial's Toll Brothers position peaked at $65K in Q1 2014.
  • 364 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2016.

Based on Tompkins Financial's 13F filing for Q2 2016, filed 13 Jul 2016.